+3,405.8%
MCK vs EXR
+2,590.4%
+815.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.5% | +2.8% | +0.9% |
| 7D | -3.6% | -3.1% | -0.5% | -2.9% |
| 30D | +1.4% | -7.5% | +9.0% | +3.3% |
| 3M | +13.8% | -7.5% | +21.3% | +15.9% |
| 6M | -5.2% | -5.2% | 0.0% | -4.2% |
| YTD | +9.0% | +6.5% | +2.5% | +6.9% |
| 1Y | +26.9% | -2.0% | +28.9% | +26.7% |
| 3Y | +114.7% | +21.5% | +93.2% | +98.8% |
| 5Y | +347.1% | -11.5% | +358.6% | +338.8% |
| 10Y | +446.4% | +148.0% | +298.4% | +299.0% |
| All | +3,405.8% | +2,590.4% | +815.4% | +1,115.3% |
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