+9.9%
EIX vs EXR
+26.6%
-16.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.5% |
| 7D | +1.0% | +1.7% | -0.8% | +0.2% |
| 30D | +8.9% | +18.0% | -9.2% | +0.4% |
| 3M | -9.8% | +9.7% | -19.4% | -13.8% |
| 6M | -10.2% | +13.4% | -23.6% | -15.6% |
| YTD | +5.9% | +26.3% | -20.3% | -4.3% |
| All | +9.9% | +26.6% | -16.7% | -0.4% |
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 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