+94.5%
UUUU vs EXR
+21.4%
+73.1%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.1% | -0.3% |
| 7D | +1.8% | -3.1% | +4.9% | +2.1% |
| 30D | +1.8% | -7.5% | +9.3% | +2.5% |
| 3M | +1.3% | -7.5% | +8.8% | +1.7% |
| 6M | -26.8% | -5.2% | -21.6% | -26.9% |
| YTD | +0.1% | +6.5% | -6.4% | -0.9% |
| 1Y | +11.2% | -2.0% | +13.3% | +10.7% |
| All | +94.5% | +21.4% | +73.1% | +98.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling