-13.7%
FND vs EXR
+26.0%
-39.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.8% | -2.7% |
| 7D | +6.8% | +1.7% | +5.1% | +5.1% |
| 30D | +13.1% | +18.0% | -5.0% | -5.2% |
| 3M | -13.1% | +9.7% | -22.7% | -21.2% |
| 6M | -0.6% | +13.4% | -14.0% | -13.4% |
| YTD | -15.5% | +26.3% | -41.8% | -34.8% |
| 1Y | -13.7% | +27.6% | -41.2% | -33.9% |
| All | -13.7% | +26.0% | -39.7% | -33.9% |
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 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