+60.4%
WM vs EXR
-0.5%
+60.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | 0.0% |
| 7D | -0.5% | +2.7% | -3.1% | -1.1% |
| 30D | +13.3% | +18.9% | -5.6% | +8.9% |
| 3M | +4.4% | +8.4% | -4.0% | +2.4% |
| 6M | +10.8% | +14.3% | -3.5% | +7.5% |
| YTD | +9.1% | +27.2% | -18.2% | +3.1% |
| 1Y | +19.1% | +25.9% | -6.8% | +12.8% |
| 3Y | +45.7% | +54.6% | -9.0% | +29.6% |
| 5Y | +60.4% | -0.6% | +61.0% | +58.3% |
| All | +60.4% | -0.5% | +60.9% | +58.3% |
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 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