-61.0%
FND vs EXR
-10.8%
-50.2%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.1% | -4.5% | -4.5% |
| 7D | +0.4% | -0.7% | +1.1% | +0.9% |
| 30D | -23.6% | -6.9% | -16.6% | -19.1% |
| 3M | +4.3% | -3.0% | +7.3% | +6.9% |
| 6M | -20.3% | -2.9% | -17.3% | -18.0% |
| YTD | -21.3% | +9.3% | -30.6% | -25.8% |
| 1Y | -45.4% | -0.9% | -44.4% | -44.6% |
| 3Y | -48.9% | +24.7% | -73.6% | -56.4% |
| 5Y | -61.0% | -11.7% | -49.3% | -58.0% |
| All | -61.0% | -10.8% | -50.2% | -58.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling