+29.0%
WCN vs EXR
-10.8%
+39.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -1.0% | -1.0% |
| 7D | -0.4% | -0.7% | +0.2% | -0.3% |
| 30D | -2.1% | -6.9% | +4.8% | -0.5% |
| 3M | +6.4% | -3.0% | +9.4% | +7.1% |
| 6M | -3.7% | -2.9% | -0.7% | -3.1% |
| YTD | -6.4% | +9.3% | -15.6% | -8.6% |
| 1Y | -7.9% | -0.9% | -7.0% | -8.1% |
| 3Y | +20.8% | +24.7% | -3.9% | +11.8% |
| 5Y | +29.0% | -11.7% | +40.7% | +29.8% |
| All | +29.0% | -10.8% | +39.8% | +29.8% |
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 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