+3,047.2%
DELL vs EXR
+184.3%
+2,862.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.2% | -7.4% | -7.2% |
| 7D | +4.9% | -0.4% | +5.3% | +5.0% |
| 30D | -32.1% | +18.2% | -50.3% | -34.6% |
| 3M | -30.2% | +7.3% | -37.6% | -31.4% |
| 6M | +41.7% | +13.8% | +27.9% | +36.6% |
| YTD | +176.6% | +25.9% | +150.7% | +160.4% |
| 1Y | +159.9% | +25.8% | +134.1% | +144.7% |
| 3Y | +388.0% | +53.7% | +334.3% | +324.9% |
| 5Y | +578.2% | -1.8% | +580.0% | +556.8% |
| 10Y | +2,653.4% | +214.5% | +2,438.8% | +2,047.6% |
| All | +3,047.2% | +184.3% | +2,862.9% | +2,378.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling