+82.2%
UBER vs EXR
+76.3%
+5.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +1.0% | +0.1% |
| 7D | -3.9% | -2.6% | -1.3% | -3.2% |
| 30D | +11.1% | -7.2% | +18.3% | +13.4% |
| 3M | +4.9% | -3.5% | +8.4% | +5.9% |
| 6M | -1.2% | -5.3% | +4.1% | +0.1% |
| YTD | -7.3% | +9.4% | -16.6% | -10.0% |
| 1Y | -17.6% | +1.3% | -19.0% | -18.6% |
| 3Y | +61.1% | +22.4% | +38.6% | +47.3% |
| 5Y | +87.9% | -12.2% | +100.1% | +87.3% |
| All | +82.2% | +76.3% | +5.9% | +62.3% |
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