+257.6%
FIVN vs EXR
+417.4%
-159.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.2% |
| 7D | -2.8% | -0.4% | -2.4% | -2.7% |
| 30D | -17.4% | +18.2% | -35.6% | -22.1% |
| 3M | -19.2% | +7.3% | -26.5% | -21.2% |
| 6M | +29.4% | +13.8% | +15.5% | +23.4% |
| YTD | +36.3% | +25.9% | +10.3% | +24.7% |
| 1Y | +33.5% | +25.8% | +7.7% | +22.2% |
| 3Y | -56.8% | +53.7% | -110.6% | -63.7% |
| 5Y | -83.0% | -1.8% | -81.2% | -83.7% |
| 10Y | +87.3% | +214.5% | -127.3% | +30.9% |
| All | +257.6% | +417.4% | -159.8% | +83.3% |
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