+12.5%
UAL vs EXR
+25.3%
-12.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.9% |
| 7D | -3.0% | -0.4% | -2.6% | -2.7% |
| 30D | +10.5% | +18.2% | -7.8% | +0.7% |
| 3M | -13.5% | +7.3% | -20.8% | -16.8% |
| 6M | +14.2% | +13.8% | +0.4% | +5.2% |
| YTD | -2.2% | +25.9% | -28.2% | -14.4% |
| 1Y | +12.5% | +25.8% | -13.3% | -2.2% |
| All | +12.5% | +25.3% | -12.8% | -2.2% |
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 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