+157.0%
RTX vs EXR
+53.5%
+103.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +4.8% | -0.4% | +5.2% | +4.9% |
| 30D | +6.5% | +18.2% | -11.7% | +3.2% |
| 3M | -9.6% | +7.3% | -17.0% | -10.9% |
| 6M | +12.3% | +13.8% | -1.5% | +9.5% |
| YTD | +9.5% | +25.9% | -16.5% | +5.4% |
| 1Y | +15.8% | +25.8% | -10.0% | +11.6% |
| 3Y | +157.0% | +53.7% | +103.3% | +153.2% |
| All | +157.0% | +53.5% | +103.5% | +153.2% |
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