+47.7%
RVTY vs EXR
+0.3%
+47.4%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.4% |
| 7D | +0.4% | -0.7% | +1.1% | +0.7% |
| 30D | +10.8% | -6.9% | +17.8% | +15.1% |
| 3M | +26.8% | -3.0% | +29.8% | +28.2% |
| 6M | +39.3% | -2.9% | +42.3% | +40.1% |
| YTD | +31.6% | +9.3% | +22.3% | +21.5% |
| 1Y | +47.7% | -0.9% | +48.6% | +44.5% |
| All | +47.7% | +0.3% | +47.4% | +44.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling