+2,824.2%
GRMN vs EXR
+2,662.2%
+162.0%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.2% | +0.4% |
| 7D | -2.9% | -2.6% | -0.3% | -1.9% |
| 30D | -8.4% | -7.2% | -1.2% | -5.8% |
| 3M | +15.0% | -3.5% | +18.5% | +16.5% |
| 6M | +11.2% | -5.3% | +16.5% | +13.4% |
| YTD | +37.7% | +9.4% | +28.3% | +32.7% |
| 1Y | +18.5% | +1.3% | +17.2% | +17.5% |
| 3Y | +175.8% | +22.4% | +153.4% | +148.8% |
| 5Y | +75.1% | -12.2% | +87.3% | +75.2% |
| 10Y | +637.0% | +148.6% | +488.5% | +365.5% |
| All | +2,824.2% | +2,662.2% | +162.0% | +531.2% |
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