+13.5%
EQX vs EXR
-0.7%
+14.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.8% | +1.4% |
| 7D | -3.2% | -1.2% | -2.0% | -2.9% |
| 30D | +7.8% | -6.2% | +14.0% | +9.4% |
| 3M | +21.3% | -7.4% | +28.7% | +23.3% |
| 6M | -22.4% | -0.5% | -21.9% | -23.8% |
| YTD | -11.3% | +8.1% | -19.4% | -13.8% |
| 1Y | +13.5% | -2.9% | +16.4% | +11.5% |
| All | +13.5% | -0.7% | +14.2% | +11.5% |
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