-25.6%
UBER vs EXR
+26.0%
-51.6%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.4% |
| 7D | +5.2% | +1.7% | +3.4% | +4.7% |
| 30D | -2.0% | +18.0% | -20.1% | -5.9% |
| 3M | -10.2% | +9.7% | -19.9% | -12.6% |
| 6M | -7.2% | +13.4% | -20.6% | -10.0% |
| YTD | -14.3% | +26.3% | -40.6% | -19.6% |
| 1Y | -25.6% | +27.6% | -53.1% | -29.3% |
| All | -25.6% | +26.0% | -51.6% | -29.3% |
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