+28.6%
P vs EXR
+25.3%
+3.3%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -1.8% |
| 7D | +11.6% | -0.4% | +12.1% | +11.4% |
| 30D | -23.7% | +18.2% | -41.9% | -18.4% |
| 3M | -8.0% | +7.3% | -15.3% | -4.6% |
| 6M | +27.9% | +13.8% | +14.1% | +33.1% |
| YTD | +61.2% | +25.9% | +35.2% | +62.1% |
| 1Y | +28.6% | +25.8% | +2.8% | +28.6% |
| All | +28.6% | +25.3% | +3.3% | +28.6% |
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