+111.7%
INTC vs EXR
-10.8%
+122.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.1% | +9.1% | +9.1% |
| 7D | +17.4% | -0.7% | +18.1% | +17.7% |
| 30D | +2.8% | -6.9% | +9.7% | +5.3% |
| 3M | -5.3% | -3.0% | -2.3% | -5.1% |
| 6M | +140.6% | -2.9% | +143.5% | +140.8% |
| YTD | +183.1% | +9.3% | +173.8% | +170.8% |
| 1Y | +326.8% | -0.9% | +327.7% | +321.9% |
| 3Y | +179.4% | +24.7% | +154.7% | +147.2% |
| 5Y | +111.7% | -11.7% | +123.4% | +115.9% |
| All | +111.7% | -10.8% | +122.5% | +115.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling