+66.6%
WDC vs EXR
+27.0%
+39.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.6% | +9.2% | +10.1% |
| 7D | -14.4% | +2.7% | -17.1% | -13.5% |
| 30D | -27.1% | +18.9% | -46.0% | -22.8% |
| 3M | -33.3% | +8.4% | -41.6% | -30.7% |
| 6M | -39.6% | +14.3% | -53.9% | -38.5% |
| YTD | +68.4% | +27.2% | +41.1% | +56.7% |
| All | +66.6% | +27.0% | +39.6% | +51.0% |
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