+638.0%
XYZ vs EXR
+215.3%
+422.7%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.6% | +3.0% | +3.3% |
| 7D | +14.9% | +2.7% | +12.2% | +13.5% |
| 30D | +14.7% | +18.9% | -4.3% | +4.4% |
| 3M | +12.1% | +8.4% | +3.7% | +7.4% |
| 6M | +18.3% | +14.3% | +4.0% | +9.6% |
| YTD | +36.1% | +27.2% | +8.8% | +18.4% |
| 1Y | +35.3% | +25.9% | +9.4% | +18.2% |
| 3Y | +73.5% | +54.6% | +18.8% | +28.0% |
| 5Y | -61.6% | -0.6% | -61.0% | -63.3% |
| 10Y | +638.0% | +208.5% | +429.5% | +348.6% |
| All | +638.0% | +215.3% | +422.7% | +348.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling