+12.5%
DKS vs EXR
-13.9%
+26.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.5% | +3.3% | +1.7% |
| 7D | -2.9% | -3.1% | +0.2% | -1.8% |
| 30D | -37.7% | -7.5% | -30.2% | -35.8% |
| 3M | -38.9% | -7.5% | -31.4% | -37.1% |
| 6M | -31.1% | -5.2% | -25.9% | -29.7% |
| YTD | -31.8% | +6.5% | -38.3% | -33.2% |
| 1Y | -38.0% | -2.0% | -36.0% | -37.6% |
| 3Y | +28.6% | +21.5% | +7.1% | +18.2% |
| 5Y | +12.5% | -11.5% | +24.1% | +13.1% |
| All | +12.5% | -13.9% | +26.4% | +13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling