+147.8%
EWY vs EXR
-0.7%
+148.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.4% | +3.2% |
| 7D | -0.1% | -1.2% | +1.1% | 0.0% |
| 30D | +7.3% | -6.2% | +13.5% | +7.8% |
| 3M | -5.1% | -7.4% | +2.3% | -4.9% |
| 6M | +42.1% | -0.5% | +42.6% | +36.0% |
| YTD | +94.1% | +8.1% | +86.0% | +86.2% |
| 1Y | +147.8% | -2.9% | +150.7% | +140.4% |
| All | +147.8% | -0.7% | +148.5% | +140.4% |
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