+417.4%
WDC vs EXR
+1.1%
+416.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.2% | +7.1% | +5.5% |
| 7D | +1.7% | -2.6% | +4.3% | +1.1% |
| 30D | -10.0% | -7.2% | -2.8% | -11.7% |
| 3M | -18.8% | -3.5% | -15.3% | -20.4% |
| 6M | +79.0% | -5.3% | +84.3% | +71.2% |
| YTD | +171.6% | +9.4% | +162.2% | +161.1% |
| 1Y | +417.4% | +1.3% | +416.1% | +378.9% |
| All | +417.4% | +1.1% | +416.3% | +378.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling