+50.7%
TEL vs EXR
-10.8%
+61.5%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.7% |
| 7D | -1.4% | -0.7% | -0.8% | -1.2% |
| 30D | -4.9% | -6.9% | +2.1% | -2.3% |
| 3M | +0.1% | -3.0% | +3.1% | +1.0% |
| 6M | +0.4% | -2.9% | +3.3% | +1.2% |
| YTD | -8.9% | +9.3% | -18.2% | -12.2% |
| 1Y | -0.3% | -0.9% | +0.6% | -0.7% |
| 3Y | +67.6% | +24.7% | +42.9% | +47.4% |
| 5Y | +50.7% | -11.7% | +62.4% | +53.3% |
| All | +50.7% | -10.8% | +61.5% | +53.3% |
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 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