+4.9%
DTE vs EXR
+25.3%
-20.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +3.4% | -0.4% | +3.9% | +3.6% |
| 30D | +8.9% | +18.2% | -9.3% | +2.5% |
| 3M | +1.1% | +7.3% | -6.3% | -1.7% |
| 6M | +0.1% | +13.8% | -13.7% | -4.6% |
| YTD | +11.1% | +25.9% | -14.9% | +2.9% |
| 1Y | +4.9% | +25.8% | -20.9% | -2.8% |
| All | +4.9% | +25.3% | -20.3% | -2.8% |
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