+1,425.6%
WM vs EXR
+3,132.0%
-1,706.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.1% | -1.5% | +0.8% |
| 7D | +5.9% | +11.3% | -5.3% | +2.9% |
| 30D | +15.4% | +21.2% | -5.8% | +9.5% |
| 3M | +6.3% | +8.7% | -2.4% | +3.9% |
| 6M | +5.6% | +18.2% | -12.6% | +0.7% |
| YTD | +9.9% | +27.9% | -18.0% | +2.3% |
| 1Y | +20.8% | +28.3% | -7.5% | +12.3% |
| 3Y | +48.5% | +71.7% | -23.2% | +24.7% |
| 5Y | +60.6% | -0.6% | +61.2% | +54.2% |
| 10Y | +349.8% | +229.0% | +120.8% | +204.0% |
| All | +1,425.6% | +3,132.0% | -1,706.4% | +431.5% |
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