-0.5%
RACE vs EXR
+25.3%
-25.7%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.3% |
| 7D | -1.2% | -0.4% | -0.8% | -1.0% |
| 30D | +6.1% | +18.2% | -12.1% | -1.8% |
| 3M | -0.3% | +7.3% | -7.6% | -3.7% |
| 6M | +23.4% | +13.8% | +9.6% | +15.3% |
| YTD | +12.5% | +25.9% | -13.4% | +2.2% |
| 1Y | -0.5% | +25.8% | -26.3% | -10.0% |
| All | -0.5% | +25.3% | -25.7% | -10.0% |
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