-12.1%
MDB vs EXR
+26.1%
-38.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +2.7% |
| 7D | -11.4% | +5.2% | -16.6% | -11.0% |
| 30D | -13.8% | +20.9% | -34.7% | -13.7% |
| 3M | -15.5% | +7.7% | -23.2% | -15.8% |
| 6M | +17.9% | +13.2% | +4.8% | +18.4% |
| YTD | -25.5% | +26.5% | -51.9% | -23.1% |
| 1Y | -12.1% | +27.2% | -39.3% | -9.8% |
| All | -12.1% | +26.1% | -38.2% | -9.8% |
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