-22.5%
LEN vs EXR
+28.1%
-50.6%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +3.1% | +4.0% | +4.4% |
| 7D | +10.5% | +11.3% | -0.8% | +0.9% |
| 30D | +24.6% | +21.2% | +3.5% | +6.3% |
| 3M | +6.6% | +8.7% | -2.1% | -0.8% |
| 6M | +10.6% | +18.2% | -7.6% | -4.6% |
| YTD | -8.3% | +27.9% | -36.3% | -28.5% |
| 1Y | -22.5% | +28.3% | -50.8% | -39.5% |
| All | -22.5% | +28.1% | -50.6% | -39.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling