+92.4%
FOXA vs EXR
+84.4%
+7.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.9% |
| 7D | +0.8% | -1.2% | +2.0% | +1.1% |
| 30D | +5.0% | -6.2% | +11.3% | +6.8% |
| 3M | -3.0% | -7.4% | +4.4% | -1.1% |
| 6M | +14.8% | -0.5% | +15.3% | +14.8% |
| YTD | -8.9% | +8.1% | -17.0% | -11.1% |
| 1Y | +13.3% | -2.9% | +16.2% | +13.5% |
| 3Y | +115.4% | +22.9% | +92.5% | +98.1% |
| 5Y | +95.3% | -10.2% | +105.4% | +92.3% |
| All | +92.4% | +84.4% | +7.9% | +39.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling