+2,781.3%
MSCI vs EXR
+2,139.9%
+641.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.2% | -2.5% |
| 7D | +6.0% | +6.8% | -0.8% | +3.2% |
| 30D | +18.2% | +19.6% | -1.4% | +9.7% |
| 3M | +15.1% | +8.0% | +7.1% | +11.4% |
| 6M | +13.7% | +17.2% | -3.4% | +6.2% |
| YTD | +15.6% | +27.2% | -11.6% | +3.4% |
| 1Y | +16.3% | +26.1% | -9.7% | +4.4% |
| 3Y | +36.9% | +70.7% | -33.8% | +4.3% |
| 5Y | +6.3% | +1.0% | +5.3% | +0.9% |
| 10Y | +823.0% | +227.1% | +595.9% | +400.7% |
| All | +2,781.3% | +2,139.9% | +641.4% | +469.1% |
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