+25.2%
UAL vs EXR
+27.0%
-1.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.6% | +6.2% | +6.4% |
| 7D | +10.2% | +2.7% | +7.5% | +8.7% |
| 30D | +12.0% | +18.9% | -6.9% | +2.1% |
| 3M | -7.1% | +8.4% | -15.4% | -11.0% |
| 6M | +20.9% | +14.3% | +6.6% | +11.5% |
| YTD | +7.7% | +27.2% | -19.6% | -4.4% |
| All | +25.2% | +27.0% | -1.8% | +10.0% |
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