+3,628.2%
WAB vs EXR
+3,114.4%
+513.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.6% | +4.5% | +4.9% |
| 7D | +4.0% | +2.7% | +1.3% | +2.7% |
| 30D | +4.5% | +18.9% | -14.5% | -3.6% |
| 3M | +2.3% | +8.4% | -6.1% | -1.7% |
| 6M | +12.5% | +14.3% | -1.8% | +5.2% |
| YTD | +40.2% | +27.2% | +12.9% | +24.6% |
| 1Y | +45.2% | +25.9% | +19.3% | +29.5% |
| 3Y | +171.8% | +54.6% | +117.2% | +112.5% |
| 5Y | +217.6% | -0.6% | +218.2% | +196.0% |
| 10Y | +285.3% | +208.5% | +76.8% | +90.3% |
| All | +3,628.2% | +3,114.4% | +513.8% | +384.8% |
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