-20.5%
DAR vs EXR
+14.7%
-35.2%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -1.2% |
| 7D | -9.9% | +5.2% | -15.1% | -8.1% |
| 30D | -16.4% | +20.9% | -37.3% | -10.5% |
| 3M | -17.1% | +7.7% | -24.8% | -14.9% |
| 6M | -20.5% | +13.2% | -33.7% | -18.4% |
| All | -20.5% | +14.7% | -35.2% | -18.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling