+2,493.2%
QQQ vs EXR
+2,662.2%
-169.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.6% |
| 7D | +0.4% | -2.6% | +2.9% | +1.2% |
| 30D | +0.2% | -7.2% | +7.4% | +2.6% |
| 3M | -2.8% | -3.5% | +0.7% | -2.0% |
| 6M | +18.0% | -5.3% | +23.3% | +19.5% |
| YTD | +17.3% | +9.4% | +8.0% | +13.0% |
| 1Y | +25.6% | +1.3% | +24.3% | +23.7% |
| 3Y | +93.7% | +22.4% | +71.3% | +74.7% |
| 5Y | +94.2% | -12.2% | +106.4% | +92.9% |
| 10Y | +557.9% | +148.6% | +409.3% | +344.4% |
| All | +2,493.2% | +2,662.2% | -169.1% | +621.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling