+1,935.7%
ENTG vs EXR
+3,095.3%
-1,159.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +0.2% | +11.1% | +11.2% |
| 7D | +7.9% | -1.1% | +9.1% | +8.8% |
| 30D | -3.6% | +18.8% | -22.3% | -14.2% |
| 3M | +2.7% | +9.9% | -7.2% | -4.3% |
| 6M | +3.6% | +12.6% | -9.1% | -6.4% |
| YTD | +83.6% | +26.5% | +57.1% | +53.7% |
| 1Y | +84.9% | +24.5% | +60.4% | +56.3% |
| 3Y | +63.2% | +52.4% | +10.8% | +17.8% |
| 5Y | +4.9% | -1.5% | +6.4% | -0.8% |
| 10Y | +799.3% | +216.0% | +583.4% | +242.1% |
| All | +1,935.7% | +3,095.3% | -1,159.7% | +38.4% |
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 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