-65.3%
TEAM vs EXR
-0.3%
-64.9%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.6% | -15.6% | -15.9% |
| 7D | -19.8% | +5.2% | -25.0% | -21.8% |
| 30D | -21.5% | +20.9% | -42.4% | -28.5% |
| 3M | +39.5% | +7.7% | +31.8% | +34.3% |
| 6M | +73.1% | +13.2% | +59.9% | +62.1% |
| YTD | -5.2% | +26.5% | -31.7% | -18.0% |
| 1Y | -1.6% | +27.2% | -28.8% | -15.3% |
| 3Y | -11.4% | +71.5% | -83.0% | -43.8% |
| All | -65.3% | -0.3% | -64.9% | -65.5% |
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