+20.8%
XBI vs EXR
-13.9%
+34.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.5% | +1.0% | -0.6% |
| 7D | -3.6% | -3.1% | -0.5% | -2.4% |
| 30D | +0.9% | -7.5% | +8.4% | +4.0% |
| 3M | +21.4% | -7.5% | +28.9% | +24.8% |
| 6M | +25.5% | -5.2% | +30.7% | +27.5% |
| YTD | +30.8% | +6.5% | +24.3% | +26.1% |
| 1Y | +68.6% | -2.0% | +70.6% | +67.9% |
| 3Y | +103.9% | +21.5% | +82.4% | +80.7% |
| 5Y | +20.8% | -11.5% | +32.3% | +20.5% |
| All | +20.8% | -13.9% | +34.6% | +20.5% |
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 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