+49.9%
OUST vs EXR
+24.1%
+25.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.6% | -4.3% |
| 7D | +19.9% | -1.2% | +21.1% | +19.7% |
| 30D | +3.6% | +18.3% | -14.7% | +7.7% |
| 3M | -20.6% | +9.1% | -29.7% | -18.9% |
| 6M | +35.1% | +11.7% | +23.3% | +36.0% |
| YTD | +69.1% | +25.7% | +43.4% | +55.2% |
| 1Y | +49.9% | +24.9% | +25.0% | +36.8% |
| All | +49.9% | +24.1% | +25.8% | +36.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling