-35.8%
UUUU vs EXR
-1.8%
-34.1%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.4% |
| 7D | -1.1% | -0.4% | -0.6% | -0.8% |
| 30D | -21.0% | +18.2% | -39.2% | -25.9% |
| 3M | -54.8% | +7.3% | -62.1% | -56.1% |
| 6M | -67.3% | +13.8% | -81.2% | -69.2% |
| YTD | -54.7% | +25.9% | -80.6% | -59.0% |
| 1Y | -57.4% | +25.8% | -83.2% | -61.6% |
| 3Y | -19.6% | +53.7% | -73.3% | -40.1% |
| All | -35.8% | -1.8% | -34.1% | -45.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling