+4.2%
WBD vs EXR
-10.8%
+15.0%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | -0.7% | -0.7% | 0.0% | -0.4% |
| 30D | +5.0% | -6.9% | +11.9% | +8.0% |
| 3M | +6.2% | -3.0% | +9.2% | +7.3% |
| 6M | +0.6% | -2.9% | +3.6% | +1.2% |
| YTD | -2.4% | +9.3% | -11.7% | -7.0% |
| 1Y | +127.7% | -0.9% | +128.6% | +125.8% |
| 3Y | +148.4% | +24.7% | +123.7% | +127.1% |
| 5Y | +4.2% | -11.7% | +15.9% | -4.9% |
| All | +4.2% | -10.8% | +15.0% | -4.9% |
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