+418.9%
EQT vs EXR
+2,660.5%
-2,241.5%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -0.8% | -0.7% | -0.2% | -0.6% |
| 30D | +6.6% | -6.9% | +13.6% | +9.1% |
| 3M | +4.4% | -3.0% | +7.3% | +5.2% |
| 6M | -10.5% | -2.9% | -7.6% | -10.2% |
| YTD | +3.7% | +9.3% | -5.5% | -0.2% |
| 1Y | +9.9% | -0.9% | +10.8% | +8.9% |
| 3Y | +35.4% | +24.7% | +10.7% | +20.7% |
| 5Y | +189.2% | -11.7% | +200.9% | +185.7% |
| 10Y | +50.7% | +148.4% | -97.7% | -3.5% |
| All | +418.9% | +2,660.5% | -2,241.5% | +19.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling