+58.0%
FIVN vs EXR
+28.1%
+29.9%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.1% | -1.5% | +1.3% |
| 7D | -3.4% | +11.3% | -14.7% | -4.5% |
| 30D | +5.8% | +21.2% | -15.4% | +3.2% |
| 3M | +22.0% | +8.7% | +13.3% | +20.0% |
| 6M | +55.7% | +18.2% | +37.5% | +54.3% |
| YTD | +81.3% | +27.9% | +53.3% | +79.4% |
| 1Y | +58.0% | +28.3% | +29.6% | +55.9% |
| All | +58.0% | +28.1% | +29.9% | +55.9% |
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