+54.8%
UBER vs EXR
+23.6%
+31.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.4% | -3.5% |
| 7D | -2.8% | -0.7% | -2.1% | -2.7% |
| 30D | -2.5% | -6.9% | +4.4% | -0.9% |
| 3M | +4.4% | -3.0% | +7.4% | +5.1% |
| 6M | -2.7% | -2.9% | +0.3% | -2.2% |
| YTD | -10.5% | +9.3% | -19.8% | -12.8% |
| 1Y | -22.5% | -0.9% | -21.6% | -22.8% |
| 3Y | +54.8% | +24.7% | +30.1% | +51.0% |
| All | +54.8% | +23.6% | +31.2% | +51.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling