-57.8%
UUUU vs EXR
+28.1%
-85.8%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.1% | -3.9% | -1.1% |
| 7D | -14.4% | +11.3% | -25.7% | -15.5% |
| 30D | -33.6% | +21.2% | -54.8% | -35.3% |
| 3M | -44.2% | +8.7% | -52.9% | -44.9% |
| 6M | -66.8% | +18.2% | -85.0% | -68.3% |
| YTD | -50.6% | +27.9% | -78.6% | -51.9% |
| 1Y | -57.8% | +28.3% | -86.1% | -59.1% |
| All | -57.8% | +28.1% | -85.8% | -59.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling