+6,748.1%
NDAQ vs EXR
+3,094.9%
+3,653.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.6% |
| 7D | +0.8% | +5.2% | -4.4% | -1.7% |
| 30D | +16.5% | +20.9% | -4.3% | +6.1% |
| 3M | +13.5% | +7.7% | +5.8% | +9.3% |
| 6M | +20.9% | +13.2% | +7.7% | +13.3% |
| YTD | +11.4% | +26.5% | -15.1% | -1.9% |
| 1Y | +25.9% | +27.2% | -1.3% | +10.4% |
| 3Y | +119.9% | +71.5% | +48.3% | +58.3% |
| 5Y | +61.7% | +0.4% | +61.4% | +48.8% |
| 10Y | +481.6% | +225.2% | +256.4% | +167.2% |
| All | +6,748.1% | +3,094.9% | +3,653.2% | +851.0% |
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