+233.5%
INTU vs EXR
+217.4%
+16.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.5% | +0.6% |
| 7D | -3.9% | -1.1% | -2.8% | -3.5% |
| 30D | +12.0% | +18.8% | -6.8% | +5.0% |
| 3M | +2.3% | +9.9% | -7.6% | -1.1% |
| 6M | -12.1% | +12.6% | -24.7% | -16.1% |
| YTD | -47.5% | +26.5% | -74.0% | -52.6% |
| 1Y | -46.9% | +24.5% | -71.4% | -51.7% |
| 3Y | -33.5% | +52.4% | -85.9% | -46.8% |
| 5Y | -41.2% | -1.5% | -39.7% | -43.6% |
| 10Y | +233.5% | +216.0% | +17.5% | +128.4% |
| All | +233.5% | +217.4% | +16.1% | +128.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling