+110.3%
UUUU vs EXR
-11.7%
+122.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.1% | +0.5% |
| 7D | +1.8% | -3.1% | +4.9% | +3.0% |
| 30D | +1.8% | -7.5% | +9.3% | +4.8% |
| 3M | +1.3% | -7.5% | +8.8% | +3.6% |
| 6M | -26.8% | -5.2% | -21.6% | -25.9% |
| YTD | +0.1% | +6.5% | -6.4% | -3.5% |
| 1Y | +11.2% | -2.0% | +13.3% | +10.4% |
| 3Y | +97.7% | +21.5% | +76.2% | +63.7% |
| All | +110.3% | -11.7% | +122.0% | +81.0% |
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 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