+18.0%
Q vs EXR
+28.1%
-10.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.1% | -3.2% | -0.3% |
| 7D | -3.3% | +11.3% | -14.5% | -4.1% |
| 30D | -9.7% | +21.2% | -30.9% | -11.6% |
| 3M | -16.1% | +8.7% | -24.8% | -16.2% |
| 6M | -15.7% | +18.2% | -33.9% | -19.5% |
| YTD | +45.7% | +27.9% | +17.8% | +34.2% |
| 1Y | +18.0% | +28.3% | -10.3% | +8.0% |
| All | +18.0% | +28.1% | -10.0% | +8.0% |
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 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