+675.1%
INTC vs EXR
+2,662.2%
-1,987.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.2% | +5.7% | +4.9% |
| 7D | +7.1% | -2.6% | +9.6% | +8.0% |
| 30D | -5.2% | -7.2% | +2.0% | -2.8% |
| 3M | -14.3% | -3.5% | -10.8% | -13.9% |
| 6M | +110.2% | -5.3% | +115.5% | +112.8% |
| YTD | +159.6% | +9.4% | +150.3% | +149.6% |
| 1Y | +289.3% | +1.3% | +288.0% | +283.2% |
| 3Y | +166.1% | +22.4% | +143.6% | +140.2% |
| 5Y | +94.4% | -12.2% | +106.6% | +93.8% |
| 10Y | +227.7% | +148.6% | +79.1% | +117.6% |
| All | +675.1% | +2,662.2% | -1,987.1% | +100.6% |
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