+293.0%
LOW vs EXR
+216.3%
+76.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | +1.4% | -0.4% | +1.8% | +1.6% |
| 30D | +21.7% | +18.2% | +3.5% | +13.5% |
| 3M | +5.0% | +7.3% | -2.3% | +2.0% |
| 6M | +4.6% | +13.8% | -9.2% | -0.9% |
| YTD | -3.5% | +25.9% | -29.4% | -12.3% |
| 1Y | +0.5% | +25.8% | -25.3% | -8.6% |
| 3Y | +24.8% | +53.7% | -28.9% | +3.2% |
| 5Y | +6.5% | -1.8% | +8.2% | +3.2% |
| All | +293.0% | +216.3% | +76.7% | +158.5% |
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 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