+251.0%
SPOT vs EXR
+115.4%
+135.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.5% | -0.5% |
| 7D | -6.5% | -3.1% | -3.4% | -5.8% |
| 30D | +2.2% | -7.5% | +9.7% | +4.0% |
| 3M | +5.4% | -7.5% | +12.9% | +7.2% |
| 6M | -4.0% | -5.2% | +1.2% | -3.0% |
| YTD | -9.9% | +6.5% | -16.4% | -11.6% |
| 1Y | -27.3% | -2.0% | -25.3% | -27.4% |
| 3Y | +236.4% | +21.5% | +214.9% | +210.5% |
| 5Y | +112.6% | -11.5% | +124.1% | +111.6% |
| All | +251.0% | +115.4% | +135.5% | +215.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling