+1,589.3%
ENTG vs EXR
+3,094.9%
-1,505.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +3.0% |
| 7D | -17.1% | +5.2% | -22.3% | -19.9% |
| 30D | -23.0% | +20.9% | -43.9% | -32.3% |
| 3M | -10.2% | +7.7% | -17.9% | -15.3% |
| 6M | -17.8% | +13.2% | -30.9% | -26.0% |
| YTD | +52.4% | +26.5% | +25.9% | +27.5% |
| 1Y | +49.8% | +27.2% | +22.6% | +24.7% |
| 3Y | +42.1% | +71.5% | -29.4% | -5.6% |
| 5Y | -10.2% | +0.4% | -10.6% | -16.2% |
| 10Y | +756.0% | +225.2% | +530.8% | +218.4% |
| All | +1,589.3% | +3,094.9% | -1,505.6% | +14.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling