+69.8%
RACE vs EXR
-0.5%
+70.3%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.4% |
| 7D | +3.9% | +2.7% | +1.2% | +3.0% |
| 30D | +7.4% | +18.9% | -11.5% | +0.9% |
| 3M | +1.6% | +8.4% | -6.8% | -1.4% |
| 6M | +23.3% | +14.3% | +9.0% | +17.2% |
| YTD | +14.7% | +27.2% | -12.6% | +4.8% |
| 1Y | +2.5% | +25.9% | -23.4% | -6.0% |
| 3Y | +28.0% | +54.6% | -26.7% | +5.7% |
| 5Y | +69.8% | -0.6% | +70.4% | +63.0% |
| All | +69.8% | -0.5% | +70.3% | +63.0% |
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 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