+5,517.9%
URI vs EXR
+3,113.6%
+2,404.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.6% | -6.5% | -6.8% |
| 7D | -12.9% | +6.8% | -19.7% | -16.3% |
| 30D | -3.4% | +19.6% | -23.0% | -13.0% |
| 3M | -10.0% | +8.0% | -18.0% | -14.2% |
| 6M | +12.2% | +17.2% | -5.0% | +1.5% |
| YTD | +29.8% | +27.2% | +2.5% | +11.5% |
| 1Y | +24.6% | +26.1% | -1.5% | +7.5% |
| 3Y | +137.6% | +70.7% | +66.9% | +65.3% |
| 5Y | +176.6% | +1.0% | +175.7% | +154.2% |
| 10Y | +1,402.6% | +227.1% | +1,175.5% | +500.7% |
| All | +5,517.9% | +3,113.6% | +2,404.3% | +414.1% |
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