+263.2%
FIVN vs EXR
+418.8%
-155.6%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.8% | -3.1% | -3.6% |
| 7D | -22.4% | +1.7% | -24.2% | -22.8% |
| 30D | -23.8% | +18.0% | -41.8% | -28.1% |
| 3M | -19.5% | +9.7% | -29.2% | -22.0% |
| 6M | +25.6% | +13.4% | +12.1% | +19.9% |
| YTD | +38.4% | +26.3% | +12.1% | +26.6% |
| 1Y | +33.7% | +27.6% | +6.1% | +21.7% |
| 3Y | -56.2% | +52.2% | -108.3% | -63.0% |
| 5Y | -82.9% | -1.1% | -81.8% | -83.7% |
| 10Y | +103.6% | +216.8% | -113.2% | +42.0% |
| All | +263.2% | +418.8% | -155.6% | +86.0% |
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