+15.0%
EEM vs EXR
+28.1%
-13.0%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.1% | -2.2% | +0.6% |
| 7D | -3.0% | +11.3% | -14.2% | -3.8% |
| 30D | -10.3% | +21.2% | -31.5% | -11.8% |
| 3M | -6.6% | +8.7% | -15.4% | -7.1% |
| 6M | -3.4% | +18.2% | -21.6% | -6.5% |
| YTD | +13.2% | +27.9% | -14.7% | +8.6% |
| 1Y | +15.0% | +28.3% | -13.3% | +10.1% |
| All | +15.0% | +28.1% | -13.0% | +10.1% |
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