-56.1%
GNRC vs EXR
-1.8%
-54.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.2% |
| 7D | +7.9% | -0.4% | +8.3% | +8.2% |
| 30D | -3.7% | +18.2% | -21.9% | -12.7% |
| 3M | -11.9% | +7.3% | -19.3% | -15.7% |
| 6M | -28.6% | +13.8% | -42.4% | -34.6% |
| YTD | +39.9% | +25.9% | +14.0% | +20.2% |
| 1Y | +23.4% | +25.8% | -2.4% | +6.1% |
| 3Y | +84.2% | +53.7% | +30.5% | +32.0% |
| All | -56.1% | -1.8% | -54.3% | -56.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling