-48.2%
FLEX vs EXR
+14.7%
-63.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.6% | +5.1% | +4.1% |
| 7D | -19.3% | +5.2% | -24.5% | -16.1% |
| 30D | -41.5% | +20.9% | -62.4% | -33.6% |
| 3M | -43.1% | +7.7% | -50.8% | -41.1% |
| 6M | -48.2% | +13.2% | -61.4% | -45.9% |
| All | -48.2% | +14.7% | -63.0% | -45.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling