+475.2%
TEAM vs EXR
+147.0%
+328.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.1% | -6.9% | -6.9% |
| 7D | -5.7% | -0.7% | -5.0% | -5.4% |
| 30D | +18.3% | -6.9% | +25.3% | +21.2% |
| 3M | +80.2% | -3.0% | +83.2% | +82.2% |
| 6M | +111.0% | -2.9% | +113.9% | +112.0% |
| YTD | +8.8% | +9.3% | -0.5% | +3.9% |
| 1Y | +2.2% | -0.9% | +3.1% | +0.9% |
| 3Y | -14.6% | +24.7% | -39.3% | -24.7% |
| 5Y | -53.8% | -11.7% | -42.1% | -53.2% |
| 10Y | +475.2% | +148.4% | +326.8% | +431.3% |
| All | +475.2% | +147.0% | +328.2% | +431.3% |
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