+4,681.2%
DELL vs EXR
+146.8%
+4,534.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.8% |
| 7D | +14.9% | -2.6% | +17.4% | +15.5% |
| 30D | +13.3% | -7.2% | +20.5% | +15.0% |
| 3M | +24.4% | -3.5% | +27.9% | +24.7% |
| 6M | +258.0% | -5.3% | +263.3% | +259.5% |
| YTD | +320.2% | +9.4% | +310.8% | +308.2% |
| 1Y | +319.1% | +1.3% | +317.7% | +313.6% |
| 3Y | +706.5% | +22.4% | +684.1% | +640.6% |
| 5Y | +1,071.9% | -12.2% | +1,084.1% | +1,061.6% |
| 10Y | +4,683.5% | +148.6% | +4,534.9% | +3,777.8% |
| All | +4,681.2% | +146.8% | +4,534.4% | +3,785.7% |
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