+26.4%
P vs EXR
+1.1%
+25.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.6% | +1.0% |
| 7D | +6.5% | -2.6% | +9.1% | +5.7% |
| 30D | +18.8% | -7.2% | +26.0% | +16.0% |
| 3M | +26.7% | -3.5% | +30.2% | +24.9% |
| 6M | +62.2% | -5.3% | +67.5% | +58.3% |
| YTD | +48.5% | +9.4% | +39.1% | +47.3% |
| 1Y | +26.4% | +1.3% | +25.1% | +22.2% |
| All | +26.4% | +1.1% | +25.3% | +22.2% |
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 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