+57.4%
INTC vs EXR
+28.1%
+29.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.1% | -6.8% | -3.2% |
| 7D | -39.0% | +11.3% | -50.3% | -38.0% |
| 30D | -49.8% | +21.2% | -71.0% | -48.9% |
| 3M | -42.2% | +8.7% | -51.0% | -40.7% |
| 6M | -39.2% | +18.2% | -57.4% | -39.7% |
| YTD | +57.9% | +27.9% | +30.0% | +50.2% |
| 1Y | +57.4% | +28.3% | +29.0% | +50.5% |
| All | +57.4% | +28.1% | +29.3% | +50.5% |
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 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