+727.9%
RACE vs EXR
+197.0%
+530.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.3% |
| 7D | +5.1% | +5.2% | -0.1% | +3.5% |
| 30D | +7.7% | +20.9% | -13.2% | +1.6% |
| 3M | +2.2% | +7.7% | -5.5% | -0.2% |
| 6M | +23.8% | +13.2% | +10.6% | +18.9% |
| YTD | +13.9% | +26.5% | -12.6% | +5.7% |
| 1Y | +3.8% | +27.2% | -23.4% | -3.9% |
| 3Y | +28.0% | +71.5% | -43.5% | +6.3% |
| 5Y | +64.9% | +0.4% | +64.6% | +59.0% |
| 10Y | +780.4% | +225.2% | +555.2% | +514.9% |
| All | +727.9% | +197.0% | +530.8% | +462.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling