+9.9%
FOXA vs EXR
-2.8%
+12.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.5% | +0.4% | -1.9% |
| 7D | -5.4% | -3.1% | -2.3% | -5.2% |
| 30D | +1.1% | -7.5% | +8.7% | +1.7% |
| 3M | -6.1% | -7.5% | +1.4% | -5.5% |
| 6M | +8.2% | -5.2% | +13.4% | +9.1% |
| YTD | -11.8% | +6.5% | -18.3% | -9.3% |
| 1Y | +9.9% | -2.0% | +11.9% | +8.8% |
| All | +9.9% | -2.8% | +12.8% | +8.8% |
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