+6.7%
XME vs EXR
+28.1%
-21.4%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.1% | -4.1% | -1.6% |
| 7D | -5.5% | +11.3% | -16.7% | -7.4% |
| 30D | -11.1% | +21.2% | -32.3% | -14.7% |
| 3M | -11.1% | +8.7% | -19.9% | -12.6% |
| 6M | -18.0% | +18.2% | -36.2% | -22.3% |
| YTD | -7.4% | +27.9% | -35.3% | -15.8% |
| 1Y | +6.7% | +28.3% | -21.7% | -3.4% |
| All | +6.7% | +28.1% | -21.4% | -3.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling