-2.1%
TEAM vs EXR
+24.1%
-26.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.3% |
| 7D | -16.9% | -1.2% | -15.7% | -17.2% |
| 30D | -26.8% | +18.3% | -45.1% | -23.4% |
| 3M | -1.9% | +9.1% | -11.0% | -0.2% |
| 6M | +79.2% | +11.7% | +67.4% | +86.7% |
| YTD | -6.1% | +25.7% | -31.8% | -3.5% |
| 1Y | -2.1% | +24.9% | -27.0% | +0.7% |
| All | -2.1% | +24.1% | -26.2% | +0.7% |
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