+39.3%
DIS vs EXR
+51.9%
-12.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.8% | +0.3% |
| 7D | +4.4% | +1.7% | +2.7% | +3.9% |
| 30D | +10.3% | +18.0% | -7.7% | +5.1% |
| 3M | +15.5% | +9.7% | +5.9% | +12.4% |
| 6M | +11.2% | +13.4% | -2.2% | +7.2% |
| YTD | +5.6% | +26.3% | -20.7% | -1.1% |
| 1Y | +7.7% | +27.6% | -19.8% | +0.6% |
| 3Y | +39.3% | +52.2% | -12.9% | +24.2% |
| All | +39.3% | +51.9% | -12.6% | +24.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling