+51.9%
DOW vs EXR
+28.1%
+23.8%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.1% | -6.3% | -3.3% |
| 7D | -4.2% | +11.3% | -15.4% | -4.8% |
| 30D | +14.7% | +21.2% | -6.5% | +13.4% |
| 3M | +9.1% | +8.7% | +0.3% | +8.3% |
| 6M | -17.7% | +18.2% | -35.9% | -18.5% |
| YTD | +44.6% | +27.9% | +16.7% | +29.3% |
| 1Y | +51.9% | +28.3% | +23.6% | +35.0% |
| All | +51.9% | +28.1% | +23.8% | +35.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling