+452.5%
TEAM vs EXR
+217.7%
+234.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.5% |
| 7D | -19.7% | -1.1% | -18.6% | -19.4% |
| 30D | -26.6% | +18.8% | -45.4% | -30.9% |
| 3M | -1.1% | +9.9% | -11.0% | -4.3% |
| 6M | +74.6% | +12.6% | +62.0% | +67.1% |
| YTD | -6.0% | +26.5% | -32.5% | -14.8% |
| 1Y | -3.2% | +24.5% | -27.7% | -11.8% |
| 3Y | -13.5% | +52.4% | -65.9% | -29.2% |
| 5Y | -65.5% | -1.5% | -63.9% | -66.5% |
| All | +452.5% | +217.7% | +234.8% | +379.0% |
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