+355.4%
INTC vs EXR
+3,094.9%
-2,739.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.6% | +8.3% | +7.9% |
| 7D | -14.4% | +5.2% | -19.6% | -16.0% |
| 30D | -50.2% | +20.9% | -71.1% | -53.6% |
| 3M | -43.6% | +7.7% | -51.3% | -45.4% |
| 6M | -50.2% | +13.2% | -63.4% | -52.9% |
| YTD | +52.5% | +26.5% | +26.0% | +38.6% |
| 1Y | +51.1% | +27.2% | +23.9% | +36.9% |
| 3Y | +50.3% | +71.5% | -21.3% | +20.1% |
| 5Y | +19.2% | +0.4% | +18.8% | +13.0% |
| 10Y | +105.1% | +225.2% | -120.1% | +23.6% |
| All | +355.4% | +3,094.9% | -2,739.5% | +11.4% |
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