+3.7%
U vs EXR
+1.1%
+2.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -1.1% |
| 7D | -3.8% | -2.6% | -1.2% | -4.0% |
| 30D | +17.5% | -7.2% | +24.6% | +16.7% |
| 3M | +38.7% | -3.5% | +42.2% | +38.4% |
| 6M | +104.4% | -5.3% | +109.7% | +101.6% |
| YTD | -5.7% | +9.4% | -15.0% | -6.1% |
| 1Y | +3.7% | +1.3% | +2.4% | +2.1% |
| All | +3.7% | +1.1% | +2.6% | +2.1% |
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