-50.3%
TEAM vs EXR
-11.8%
-38.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.2% | -1.4% | -2.0% |
| 7D | -0.4% | -2.6% | +2.1% | +0.8% |
| 30D | +67.3% | -7.2% | +74.5% | +73.4% |
| 3M | +86.8% | -3.5% | +90.3% | +90.2% |
| 6M | +146.8% | -5.3% | +152.1% | +151.3% |
| YTD | +16.9% | +9.4% | +7.6% | +8.7% |
| 1Y | +12.8% | +1.3% | +11.5% | +9.0% |
| 3Y | -7.3% | +22.4% | -29.7% | -26.0% |
| All | -50.3% | -11.8% | -38.5% | -46.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling