+203.4%
ET vs EXR
-0.5%
+203.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.8% |
| 7D | -4.4% | +2.7% | -7.1% | -4.9% |
| 30D | -4.8% | +18.9% | -23.7% | -7.9% |
| 3M | -3.4% | +8.4% | -11.8% | -5.0% |
| 6M | +2.2% | +14.3% | -12.1% | -0.6% |
| YTD | +24.2% | +27.2% | -3.0% | +17.9% |
| 1Y | +24.5% | +25.9% | -1.4% | +18.4% |
| 3Y | +83.6% | +54.6% | +29.0% | +63.1% |
| 5Y | +203.4% | -0.6% | +204.0% | +183.6% |
| All | +203.4% | -0.5% | +203.8% | +183.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling