-73.0%
QS vs EXR
-10.8%
-62.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.1% |
| 7D | +2.2% | -0.7% | +2.9% | +2.7% |
| 30D | -8.1% | -6.9% | -1.1% | -3.5% |
| 3M | -27.0% | -3.0% | -24.0% | -26.5% |
| 6M | -16.4% | -2.9% | -13.5% | -15.8% |
| YTD | -46.4% | +9.3% | -55.6% | -50.8% |
| 1Y | -41.1% | -0.9% | -40.2% | -42.3% |
| 3Y | -18.6% | +24.7% | -43.3% | -37.0% |
| 5Y | -73.0% | -11.7% | -61.4% | -75.7% |
| All | -73.0% | -10.8% | -62.2% | -75.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling