-55.5%
FIS vs EXR
+24.1%
-79.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.5% | -6.0% |
| 7D | -3.5% | -1.2% | -2.3% | -3.3% |
| 30D | -19.4% | +18.3% | -37.7% | -23.3% |
| 3M | -31.6% | +9.1% | -40.6% | -33.5% |
| 6M | -32.5% | +11.7% | -44.3% | -34.5% |
| YTD | -56.0% | +25.7% | -81.7% | -58.2% |
| 1Y | -55.5% | +24.9% | -80.5% | -57.7% |
| All | -55.5% | +24.1% | -79.7% | -57.7% |
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