-91.9%
UUUU vs EXR
+1,373.6%
-1,465.5%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.1% |
| 7D | +2.8% | -0.7% | +3.5% | +3.0% |
| 30D | +3.4% | -6.9% | +10.3% | +5.8% |
| 3M | -3.9% | -3.0% | -0.9% | -3.5% |
| 6M | -23.2% | -2.9% | -20.2% | -22.8% |
| YTD | +0.6% | +9.3% | -8.7% | -3.0% |
| 1Y | +22.9% | -0.9% | +23.8% | +21.9% |
| 3Y | +98.6% | +24.7% | +73.9% | +76.0% |
| 5Y | +130.2% | -11.7% | +141.9% | +130.6% |
| 10Y | +519.5% | +148.4% | +371.1% | +327.6% |
| All | -91.9% | +1,373.6% | -1,465.5% | -96.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling