+405.7%
INTC vs EXR
+3,095.3%
-2,689.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.2% | +7.4% | +7.5% |
| 7D | +7.3% | -1.1% | +8.4% | +7.7% |
| 30D | -38.3% | +18.8% | -57.1% | -42.1% |
| 3M | -36.0% | +9.9% | -46.0% | -38.5% |
| 6M | -51.7% | +12.6% | -64.3% | -54.2% |
| YTD | +69.4% | +26.5% | +42.9% | +53.9% |
| 1Y | +65.0% | +24.5% | +40.5% | +50.7% |
| 3Y | +63.0% | +52.4% | +10.6% | +36.2% |
| 5Y | +33.4% | -1.5% | +34.9% | +27.3% |
| 10Y | +121.2% | +216.0% | -94.8% | +34.7% |
| All | +405.7% | +3,095.3% | -2,689.6% | +23.7% |
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 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