+67.6%
UBER vs EXR
+103.1%
-35.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | +1.6% | -0.4% | +2.0% | +1.7% |
| 30D | +0.6% | +18.2% | -17.6% | -4.1% |
| 3M | -8.2% | +7.3% | -15.5% | -10.0% |
| 6M | -6.7% | +13.8% | -20.5% | -10.2% |
| YTD | -14.7% | +25.9% | -40.6% | -20.5% |
| 1Y | -24.1% | +25.8% | -49.9% | -29.2% |
| 3Y | +33.4% | +53.7% | -20.3% | +14.3% |
| 5Y | +54.5% | -1.8% | +56.2% | +48.9% |
| All | +67.6% | +103.1% | -35.4% | +43.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling