+70.0%
UBER vs EXR
+104.0%
-34.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | +1.2% | -1.1% | +2.3% | +1.5% |
| 30D | -1.1% | +18.8% | -19.9% | -5.8% |
| 3M | -10.0% | +9.9% | -19.9% | -12.4% |
| 6M | -7.2% | +12.6% | -19.8% | -10.4% |
| YTD | -13.5% | +26.5% | -40.0% | -19.5% |
| 1Y | -24.5% | +24.5% | -49.0% | -29.4% |
| 3Y | +37.0% | +52.4% | -15.4% | +17.7% |
| 5Y | +63.3% | -1.5% | +64.8% | +57.3% |
| All | +70.0% | +104.0% | -34.0% | +45.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling