+37.8%
RACE vs EXR
+22.7%
+15.1%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.5% |
| 7D | -2.5% | -2.6% | 0.0% | -1.7% |
| 30D | +0.8% | -7.2% | +8.0% | +3.1% |
| 3M | +17.2% | -3.5% | +20.7% | +18.3% |
| 6M | +13.6% | -5.3% | +18.9% | +15.1% |
| YTD | +12.2% | +9.4% | +2.9% | +9.2% |
| 1Y | -16.3% | +1.3% | -17.6% | -17.0% |
| All | +37.8% | +22.7% | +15.1% | +31.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling