-19.6%
UUUU vs EXR
+53.5%
-73.2%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.4% |
| 7D | -1.1% | -0.4% | -0.6% | -1.0% |
| 30D | -21.0% | +18.2% | -39.2% | -22.6% |
| 3M | -54.8% | +7.3% | -62.1% | -55.2% |
| 6M | -67.3% | +13.8% | -81.2% | -68.0% |
| YTD | -54.7% | +25.9% | -80.6% | -56.1% |
| 1Y | -57.4% | +25.8% | -83.2% | -58.8% |
| 3Y | -19.6% | +53.7% | -73.3% | -27.3% |
| All | -19.6% | +53.5% | -73.2% | -27.3% |
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 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