+5,932.5%
MU vs EXR
+3,113.6%
+2,819.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -0.6% | -16.9% | -17.2% |
| 7D | -29.7% | +6.8% | -36.6% | -32.2% |
| 30D | -37.2% | +19.6% | -56.8% | -43.0% |
| 3M | -26.5% | +8.0% | -34.5% | -29.9% |
| 6M | +2.6% | +17.2% | -14.6% | -7.4% |
| YTD | +130.1% | +27.2% | +102.9% | +97.7% |
| 1Y | +176.7% | +26.1% | +150.6% | +137.9% |
| 3Y | +813.1% | +70.7% | +742.4% | +543.1% |
| 5Y | +822.0% | +1.0% | +821.0% | +727.4% |
| 10Y | +3,936.2% | +227.1% | +3,709.1% | +1,580.9% |
| All | +5,932.5% | +3,113.6% | +2,819.0% | +524.3% |
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