-67.5%
ETSY vs EXR
-1.5%
-66.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +2.0% | +2.0% |
| 7D | -8.2% | -1.1% | -7.1% | -7.6% |
| 30D | +14.8% | +18.8% | -3.9% | +4.6% |
| 3M | +11.2% | +9.9% | +1.2% | +5.6% |
| 6M | +47.6% | +12.6% | +35.0% | +38.0% |
| YTD | +59.4% | +26.5% | +32.9% | +38.8% |
| 1Y | +38.6% | +24.5% | +14.1% | +21.7% |
| 3Y | +39.7% | +52.4% | -12.7% | +5.7% |
| All | -67.5% | -1.5% | -66.0% | -67.9% |
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 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