+88.4%
DVA vs EXR
+23.6%
+64.8%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.1% | -2.1% |
| 7D | +2.2% | -0.7% | +2.9% | +2.4% |
| 30D | -2.0% | -6.9% | +4.9% | +0.3% |
| 3M | -6.3% | -3.0% | -3.3% | -5.5% |
| 6M | +19.4% | -2.9% | +22.4% | +20.2% |
| YTD | +58.5% | +9.3% | +49.2% | +53.7% |
| 1Y | +33.9% | -0.9% | +34.8% | +33.4% |
| 3Y | +88.4% | +24.7% | +63.7% | +57.3% |
| All | +88.4% | +23.6% | +64.8% | +57.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling