-22.7%
FND vs EXR
+24.1%
-46.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.7% | -3.6% |
| 7D | -5.1% | -1.2% | -3.9% | -3.7% |
| 30D | +9.2% | +18.3% | -9.1% | -8.8% |
| 3M | -17.7% | +9.1% | -26.8% | -25.0% |
| 6M | +2.5% | +11.7% | -9.3% | -9.3% |
| YTD | -19.8% | +25.7% | -45.5% | -38.7% |
| 1Y | -22.7% | +24.9% | -47.6% | -40.7% |
| All | -22.7% | +24.1% | -46.8% | -40.7% |
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