-84.0%
OPEN vs EXR
-11.8%
-72.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.9% | +2.0% |
| 7D | -4.3% | -2.6% | -1.7% | -1.4% |
| 30D | -16.2% | -7.2% | -9.0% | -8.8% |
| 3M | -36.4% | -3.5% | -32.9% | -34.8% |
| 6M | -35.5% | -5.3% | -30.2% | -33.1% |
| YTD | -46.0% | +9.4% | -55.3% | -52.7% |
| 1Y | -47.1% | +1.3% | -48.5% | -49.4% |
| 3Y | -19.0% | +22.4% | -41.4% | -38.8% |
| All | -84.0% | -11.8% | -72.2% | -83.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling