-30.7%
MUZ vs EXR
+11.9%
-42.6%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +33.9% | -0.6% | +34.5% | +35.7% |
| 7D | +79.0% | +6.8% | +72.2% | +46.7% |
| 30D | +104.4% | +19.6% | +84.8% | +19.3% |
| 3M | +27.0% | +8.0% | +19.0% | +8.8% |
| All | -30.7% | +11.9% | -42.6% | -39.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling