-4.9%
EQT vs EXR
+28.1%
-32.9%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.1% | -6.3% | -3.0% |
| 7D | -6.6% | +11.3% | -17.8% | -6.1% |
| 30D | +2.7% | +21.2% | -18.4% | +3.6% |
| 3M | -0.2% | +8.7% | -8.9% | +0.1% |
| 6M | -10.6% | +18.2% | -28.8% | -9.9% |
| YTD | -1.2% | +27.9% | -29.1% | -1.4% |
| 1Y | -4.9% | +28.3% | -33.2% | -4.1% |
| All | -4.9% | +28.1% | -32.9% | -4.1% |
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