+14.6%
GEHC vs EXR
+27.0%
-12.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +1.7% |
| 7D | +5.6% | +2.7% | +3.0% | +4.2% |
| 30D | +27.9% | +18.9% | +8.9% | +16.7% |
| 3M | +17.1% | +8.4% | +8.8% | +12.4% |
| 6M | +32.5% | +14.3% | +18.2% | +23.9% |
| YTD | +2.7% | +27.2% | -24.6% | -9.2% |
| All | +14.6% | +27.0% | -12.4% | +1.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling