-73.3%
U vs EXR
-1.8%
-71.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.2% | +5.1% | +5.1% |
| 7D | +2.6% | -0.4% | +3.0% | +2.9% |
| 30D | +27.6% | +18.2% | +9.3% | +14.3% |
| 3M | +15.3% | +7.3% | +8.0% | +9.9% |
| 6M | +96.4% | +13.8% | +82.6% | +78.8% |
| YTD | +19.6% | +25.9% | -6.4% | -0.6% |
| 1Y | +42.1% | +25.8% | +16.3% | +17.9% |
| 3Y | +87.5% | +53.7% | +33.8% | +24.1% |
| All | -73.3% | -1.8% | -71.5% | -75.2% |
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