+258.1%
MTZ vs EXR
+69.9%
+188.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -0.6% | +10.1% | +9.7% |
| 7D | -6.4% | +5.2% | -11.6% | -7.8% |
| 30D | -22.1% | +20.9% | -42.9% | -26.1% |
| 3M | -32.7% | +7.7% | -40.4% | -34.1% |
| 6M | -59.8% | +13.2% | -73.0% | -61.6% |
| YTD | -19.9% | +26.5% | -46.4% | -26.8% |
| 1Y | -11.5% | +27.2% | -38.7% | -19.3% |
| 3Y | +258.1% | +71.5% | +186.5% | +184.4% |
| All | +258.1% | +69.9% | +188.2% | +184.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling