-35.6%
DOCN vs EXR
-0.3%
-35.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.1% | +2.8% |
| 7D | -19.2% | +5.2% | -24.4% | -21.6% |
| 30D | -43.1% | +20.9% | -63.9% | -49.3% |
| 3M | -40.7% | +7.7% | -48.4% | -43.7% |
| 6M | -55.0% | +13.2% | -68.2% | -59.3% |
| YTD | +50.6% | +26.5% | +24.1% | +24.0% |
| 1Y | +54.0% | +27.2% | +26.8% | +25.7% |
| 3Y | +203.9% | +71.5% | +132.4% | +74.1% |
| All | -35.6% | -0.3% | -35.3% | -42.4% |
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 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