+25.8%
EXR vs SPY
+12.1%
+13.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -0.4% | +2.6% | -3.0% | -1.2% |
| 30D | +18.2% | -2.0% | +20.2% | +18.8% |
| 3M | +7.3% | -2.8% | +10.1% | +8.2% |
| 6M | +13.8% | +2.1% | +11.7% | +12.6% |
| YTD | +25.9% | +11.5% | +14.4% | +16.7% |
| 1Y | +25.8% | +13.5% | +12.3% | +15.7% |
| All | +25.8% | +12.1% | +13.8% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling