+16.2%
ENTG vs EXR
-11.8%
+28.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.2% | +7.4% | +6.9% |
| 7D | +2.8% | -2.6% | +5.4% | +4.4% |
| 30D | -4.7% | -7.2% | +2.5% | -0.4% |
| 3M | -0.7% | -3.5% | +2.8% | -0.1% |
| 6M | +7.7% | -5.3% | +13.0% | +9.5% |
| YTD | +65.1% | +9.4% | +55.7% | +52.9% |
| 1Y | +74.8% | +1.3% | +73.5% | +69.6% |
| 3Y | +36.9% | +22.4% | +14.5% | +12.8% |
| All | +16.2% | -11.8% | +28.1% | +18.3% |
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