+67.4%
RACE vs EXR
-1.5%
+69.0%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.8% | -2.1% |
| 7D | +5.7% | +6.8% | -1.2% | +3.2% |
| 30D | +9.3% | +19.6% | -10.3% | +2.4% |
| 3M | +3.8% | +8.0% | -4.1% | +0.9% |
| 6M | +29.8% | +17.2% | +12.6% | +22.3% |
| YTD | +15.6% | +27.2% | -11.6% | +5.7% |
| 1Y | +5.1% | +26.1% | -21.0% | -3.7% |
| 3Y | +30.8% | +70.7% | -39.9% | +3.6% |
| 5Y | +67.4% | +1.0% | +66.5% | +59.8% |
| All | +67.4% | -1.5% | +69.0% | +59.8% |
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