-81.9%
FIVN vs EXR
-11.6%
-70.3%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.1% | -6.1% | -6.1% |
| 7D | -8.2% | -0.7% | -7.5% | -7.9% |
| 30D | -8.1% | -6.9% | -1.2% | -5.2% |
| 3M | +34.9% | -3.0% | +37.9% | +36.8% |
| 6M | +72.6% | -2.9% | +75.6% | +73.6% |
| YTD | +55.8% | +9.3% | +46.5% | +47.9% |
| 1Y | +17.1% | -0.9% | +18.1% | +16.0% |
| 3Y | -54.3% | +24.7% | -79.0% | -60.9% |
| All | -81.9% | -11.6% | -70.3% | -83.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling