-44.8%
FND vs EXR
-0.3%
-44.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.1% | -4.5% | -4.5% |
| 7D | +0.4% | -0.7% | +1.1% | +1.1% |
| 30D | -23.6% | -6.9% | -16.6% | -17.2% |
| 3M | +4.3% | -3.0% | +7.3% | +7.7% |
| 6M | -20.3% | -2.9% | -17.3% | -18.2% |
| YTD | -21.3% | +9.3% | -30.6% | -29.2% |
| All | -44.8% | -0.3% | -44.5% | -47.3% |
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 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