+285.6%
FITB vs EXR
+144.7%
+140.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.9% | +0.4% |
| 7D | -0.4% | -3.1% | +2.7% | +0.8% |
| 30D | -5.1% | -7.5% | +2.4% | -2.2% |
| 3M | +3.5% | -7.5% | +11.0% | +6.6% |
| 6M | +17.2% | -5.2% | +22.4% | +19.5% |
| YTD | +17.6% | +6.5% | +11.1% | +14.3% |
| 1Y | +23.4% | -2.0% | +25.4% | +23.5% |
| 3Y | +129.7% | +21.5% | +108.2% | +107.8% |
| 5Y | +68.4% | -11.5% | +79.9% | +67.6% |
| 10Y | +285.6% | +148.0% | +137.7% | +186.2% |
| All | +285.6% | +144.7% | +140.9% | +186.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling