+779.7%
MSCI vs EXR
+215.3%
+564.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.6% |
| 7D | +1.5% | +2.7% | -1.2% | +0.5% |
| 30D | +14.4% | +18.9% | -4.6% | +7.3% |
| 3M | +15.2% | +8.4% | +6.8% | +11.8% |
| 6M | +11.2% | +14.3% | -3.1% | +5.7% |
| YTD | +13.9% | +27.2% | -13.3% | +3.3% |
| 1Y | +12.5% | +25.9% | -13.4% | +2.3% |
| 3Y | +32.3% | +54.6% | -22.4% | +7.6% |
| 5Y | +4.9% | -0.6% | +5.5% | +0.9% |
| 10Y | +779.7% | +208.5% | +571.2% | +539.5% |
| All | +779.7% | +215.3% | +564.4% | +539.5% |
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