+16.0%
GEN vs EXR
+25.3%
-9.2%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.3% |
| 7D | +2.0% | -0.4% | +2.5% | +2.2% |
| 30D | +27.7% | +18.2% | +9.5% | +20.8% |
| 3M | +3.3% | +7.3% | -4.1% | -0.6% |
| 6M | +31.8% | +13.8% | +18.0% | +26.2% |
| YTD | +13.5% | +25.9% | -12.4% | +4.4% |
| 1Y | +16.0% | +25.8% | -9.8% | +6.7% |
| All | +16.0% | +25.3% | -9.2% | +6.7% |
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