+59.9%
EXPD vs EXR
-1.5%
+61.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -4.3% |
| 7D | -4.8% | +6.8% | -11.6% | -6.9% |
| 30D | -1.5% | +19.6% | -21.1% | -7.3% |
| 3M | +4.1% | +8.0% | -3.9% | +1.4% |
| 6M | +24.0% | +17.2% | +6.9% | +17.3% |
| YTD | +27.4% | +27.2% | +0.2% | +16.7% |
| 1Y | +38.4% | +26.1% | +12.3% | +27.1% |
| 3Y | +73.2% | +70.7% | +2.5% | +37.1% |
| 5Y | +59.9% | +1.0% | +58.9% | +56.6% |
| All | +59.9% | -1.5% | +61.4% | +56.6% |
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