-51.3%
FIVN vs EXR
+23.7%
-75.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.0% |
| 7D | -2.3% | -2.6% | +0.3% | -1.3% |
| 30D | +12.4% | -7.2% | +19.6% | +15.6% |
| 3M | +36.0% | -3.5% | +39.5% | +38.0% |
| 6M | +86.0% | -5.3% | +91.3% | +89.0% |
| YTD | +65.9% | +9.4% | +56.6% | +58.3% |
| 1Y | +26.5% | +1.3% | +25.2% | +24.4% |
| All | -51.3% | +23.7% | -75.0% | -55.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling