+40.8%
DVA vs EXR
+24.1%
+16.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -4.8% |
| 7D | -10.7% | -1.2% | -9.5% | -10.1% |
| 30D | -4.4% | +18.3% | -22.7% | -11.6% |
| 3M | -4.1% | +9.1% | -13.2% | -7.9% |
| 6M | -13.2% | +11.7% | -24.9% | -18.0% |
| YTD | +53.2% | +25.7% | +27.5% | +29.7% |
| 1Y | +40.8% | +24.9% | +15.9% | +19.8% |
| All | +40.8% | +24.1% | +16.7% | +19.8% |
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