-23.0%
Z vs EXR
+16.8%
-39.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.1% | +6.3% | +6.6% |
| 7D | +10.2% | +11.3% | -1.1% | +0.8% |
| 30D | +23.7% | +21.2% | +2.5% | +6.2% |
| 3M | -6.6% | +8.7% | -15.3% | -15.3% |
| 6M | -23.0% | +18.2% | -41.2% | -30.8% |
| All | -23.0% | +16.8% | -39.8% | -30.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling