+497.8%
UUUU vs EXR
+149.6%
+348.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.6% | -6.9% | -6.5% |
| 7D | -5.0% | -3.2% | -1.8% | -4.0% |
| 30D | -7.8% | -6.9% | -0.9% | -5.6% |
| 3M | -0.4% | -7.8% | +7.4% | +1.7% |
| 6M | -32.9% | -4.9% | -28.0% | -32.2% |
| YTD | -6.3% | +7.2% | -13.4% | -9.2% |
| 1Y | +7.9% | -1.5% | +9.4% | +7.2% |
| 3Y | +85.2% | +22.3% | +62.9% | +62.0% |
| 5Y | +97.0% | -10.9% | +107.9% | +97.0% |
| All | +497.8% | +149.6% | +348.2% | +347.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling