+1,349.1%
WEC vs EXR
+3,095.3%
-1,746.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | -0.5% | -1.1% | +0.6% | -0.2% |
| 30D | +12.0% | +18.8% | -6.8% | +7.1% |
| 3M | +11.1% | +9.9% | +1.2% | +8.4% |
| 6M | +6.0% | +12.6% | -6.6% | +2.7% |
| YTD | +14.3% | +26.5% | -12.2% | +7.3% |
| 1Y | +8.0% | +24.5% | -16.5% | +1.8% |
| 3Y | +62.8% | +52.4% | +10.4% | +43.8% |
| 5Y | +55.3% | -1.5% | +56.8% | +50.8% |
| 10Y | +193.2% | +216.0% | -22.8% | +114.8% |
| All | +1,349.1% | +3,095.3% | -1,746.2% | +544.2% |
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