+17.2%
GRMN vs EXR
-1.5%
+18.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.3% |
| 7D | -1.8% | -3.2% | +1.4% | -0.2% |
| 30D | -12.1% | -6.9% | -5.2% | -8.9% |
| 3M | +18.0% | -7.8% | +25.8% | +22.8% |
| 6M | +13.7% | -4.9% | +18.6% | +15.7% |
| YTD | +35.3% | +7.2% | +28.1% | +29.2% |
| 1Y | +17.2% | -1.5% | +18.8% | +20.7% |
| All | +17.2% | -1.5% | +18.8% | +20.7% |
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