+365.4%
IBN vs EXR
+215.3%
+150.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.0% | +1.5% |
| 7D | +14.6% | +2.7% | +11.9% | +13.8% |
| 30D | +23.5% | +18.9% | +4.6% | +18.1% |
| 3M | +14.0% | +8.4% | +5.6% | +11.6% |
| 6M | +31.1% | +14.3% | +16.8% | +26.4% |
| YTD | +16.6% | +27.2% | -10.7% | +9.3% |
| 1Y | +14.9% | +25.9% | -11.0% | +7.9% |
| 3Y | +56.9% | +54.6% | +2.2% | +36.1% |
| 5Y | +69.7% | -0.6% | +70.3% | +63.6% |
| 10Y | +365.4% | +208.5% | +156.9% | +226.7% |
| All | +365.4% | +215.3% | +150.1% | +226.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling