+34.3%
FIVN vs EXR
+24.1%
+10.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.1% | +0.6% |
| 7D | -17.4% | -1.2% | -16.2% | -17.2% |
| 30D | -20.4% | +18.3% | -38.7% | -22.8% |
| 3M | -9.6% | +9.1% | -18.7% | -11.3% |
| 6M | +34.7% | +11.7% | +22.9% | +32.9% |
| YTD | +40.6% | +25.7% | +14.9% | +33.0% |
| 1Y | +34.3% | +24.9% | +9.4% | +26.5% |
| All | +34.3% | +24.1% | +10.2% | +26.5% |
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