+3,310.4%
V vs EXR
+1,819.1%
+1,491.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | +2.2% | +5.2% | -3.0% | +0.4% |
| 30D | +13.6% | +20.9% | -7.3% | +6.2% |
| 3M | +14.3% | +7.7% | +6.6% | +11.3% |
| 6M | +33.1% | +13.2% | +19.9% | +27.2% |
| YTD | +21.2% | +26.5% | -5.2% | +10.8% |
| 1Y | +26.4% | +27.2% | -0.8% | +15.3% |
| 3Y | +77.6% | +71.5% | +6.0% | +41.1% |
| 5Y | +102.6% | +0.4% | +102.2% | +91.5% |
| 10Y | +464.4% | +225.2% | +239.2% | +229.7% |
| All | +3,310.4% | +1,819.1% | +1,491.2% | +803.6% |
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