+76.2%
UBER vs EXR
-13.9%
+90.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.5% | -0.3% | -2.0% |
| 7D | -7.0% | -3.1% | -4.0% | -6.1% |
| 30D | -8.9% | -7.5% | -1.4% | -6.5% |
| 3M | +1.0% | -7.5% | +8.5% | +3.5% |
| 6M | -3.7% | -5.2% | +1.5% | -2.4% |
| YTD | -13.0% | +6.5% | -19.5% | -15.4% |
| 1Y | -25.5% | -2.0% | -23.5% | -25.8% |
| 3Y | +50.5% | +21.5% | +28.9% | +33.6% |
| 5Y | +76.2% | -11.5% | +87.7% | +85.6% |
| All | +76.2% | -13.9% | +90.0% | +85.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling