+45.5%
DAL vs EXR
+25.3%
+20.2%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -1.1% | -0.4% | -0.7% | -0.8% |
| 30D | +12.8% | +18.2% | -5.4% | +4.4% |
| 3M | -5.3% | +7.3% | -12.6% | -8.5% |
| 6M | +22.4% | +13.8% | +8.5% | +14.6% |
| YTD | +25.6% | +25.9% | -0.3% | +10.7% |
| 1Y | +45.5% | +25.8% | +19.7% | +28.2% |
| All | +45.5% | +25.3% | +20.2% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded EXR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling