-20.5%
WY vs EXR
-10.8%
-9.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.4% | -1.4% |
| 7D | -2.1% | -0.7% | -1.4% | -1.7% |
| 30D | -10.5% | -6.9% | -3.5% | -7.2% |
| 3M | -4.9% | -3.0% | -1.9% | -3.4% |
| 6M | -4.9% | -2.9% | -2.0% | -3.5% |
| YTD | -1.7% | +9.3% | -10.9% | -6.0% |
| 1Y | -9.4% | -0.9% | -8.4% | -9.3% |
| 3Y | -22.3% | +24.7% | -47.0% | -30.4% |
| 5Y | -20.5% | -11.7% | -8.8% | -18.4% |
| All | -20.5% | -10.8% | -9.7% | -18.4% |
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