+266.6%
EBAY vs EXR
+149.6%
+117.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.3% |
| 7D | -0.8% | -3.2% | +2.4% | 0.0% |
| 30D | -0.6% | -6.9% | +6.3% | +1.1% |
| 3M | -1.0% | -7.8% | +6.8% | +0.8% |
| 6M | +16.3% | -4.9% | +21.1% | +17.3% |
| YTD | +21.7% | +7.2% | +14.5% | +19.2% |
| 1Y | +16.5% | -1.5% | +18.0% | +16.5% |
| 3Y | +154.2% | +22.3% | +131.9% | +137.2% |
| 5Y | +58.1% | -10.9% | +69.0% | +57.5% |
| All | +266.6% | +149.6% | +117.0% | +208.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling