+27.5%
UAL vs EXR
+28.1%
-0.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +3.1% | +4.9% | +6.2% |
| 7D | +11.9% | +11.3% | +0.7% | +5.5% |
| 30D | +5.2% | +21.2% | -15.9% | -5.4% |
| 3M | -12.7% | +8.7% | -21.4% | -16.7% |
| 6M | +28.5% | +18.2% | +10.3% | +15.8% |
| YTD | +3.5% | +27.9% | -24.4% | -10.1% |
| 1Y | +27.5% | +28.3% | -0.8% | +10.4% |
| All | +27.5% | +28.1% | -0.5% | +10.4% |
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