+335.5%
FIVN vs EXR
+349.3%
-13.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.0% |
| 7D | -2.3% | -2.6% | +0.3% | -1.4% |
| 30D | +12.4% | -7.2% | +19.6% | +15.3% |
| 3M | +36.0% | -3.5% | +39.5% | +37.8% |
| 6M | +86.0% | -5.3% | +91.3% | +88.4% |
| YTD | +65.9% | +9.4% | +56.6% | +59.6% |
| 1Y | +26.5% | +1.3% | +25.2% | +24.6% |
| 3Y | -54.2% | +22.4% | -76.6% | -58.4% |
| 5Y | -80.5% | -12.2% | -68.2% | -80.5% |
| 10Y | +109.6% | +148.6% | -38.9% | +57.8% |
| All | +335.5% | +349.3% | -13.8% | +134.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling