+76.2%
FOXA vs EXR
-1.3%
+77.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.3% |
| 7D | +0.4% | +1.7% | -1.3% | +0.1% |
| 30D | +7.9% | +18.0% | -10.1% | +4.2% |
| 3M | +6.7% | +9.7% | -3.0% | +4.6% |
| 6M | +7.5% | +13.4% | -5.9% | +4.7% |
| YTD | -6.9% | +26.3% | -33.2% | -11.6% |
| 1Y | +2.2% | +27.6% | -25.3% | -3.2% |
| 3Y | +131.4% | +52.2% | +79.2% | +107.3% |
| 5Y | +76.2% | -1.1% | +77.3% | +65.3% |
| All | +76.2% | -1.3% | +77.5% | +65.3% |
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 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