+24.2%
FIX vs EXR
+25.3%
-1.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.3% |
| 7D | +9.4% | -0.4% | +9.9% | +9.3% |
| 30D | -27.8% | +18.2% | -46.0% | -26.4% |
| 3M | -35.6% | +7.3% | -42.9% | -34.4% |
| 6M | -45.2% | +13.8% | -59.1% | -45.7% |
| YTD | +19.5% | +25.9% | -6.5% | +20.4% |
| 1Y | +24.2% | +25.8% | -1.6% | +25.1% |
| All | +24.2% | +25.3% | -1.0% | +25.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling