+11,715.2%
WDC vs EXR
+2,662.2%
+9,053.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.2% | +7.1% | +6.4% |
| 7D | +1.7% | -2.6% | +4.3% | +2.8% |
| 30D | -10.0% | -7.2% | -2.8% | -7.2% |
| 3M | -18.8% | -3.5% | -15.3% | -18.7% |
| 6M | +79.0% | -5.3% | +84.3% | +80.7% |
| YTD | +171.6% | +9.4% | +162.2% | +157.3% |
| 1Y | +417.4% | +1.3% | +416.1% | +403.1% |
| 3Y | +1,251.8% | +22.4% | +1,229.4% | +1,063.9% |
| 5Y | +911.7% | -12.2% | +923.9% | +884.7% |
| 10Y | +1,399.6% | +148.6% | +1,251.1% | +754.1% |
| All | +11,715.2% | +2,662.2% | +9,053.0% | +2,089.3% |
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