+38.6%
EXPD vs EXR
+26.1%
+12.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.1% |
| 7D | -7.2% | +5.2% | -12.4% | -8.1% |
| 30D | -3.3% | +20.9% | -24.1% | -7.1% |
| 3M | +3.4% | +7.7% | -4.3% | +1.6% |
| 6M | +22.7% | +13.2% | +9.5% | +19.5% |
| YTD | +24.5% | +26.5% | -1.9% | +18.6% |
| 1Y | +38.6% | +27.2% | +11.4% | +31.3% |
| All | +38.6% | +26.1% | +12.5% | +31.3% |
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