+674.5%
MSI vs EXR
+215.3%
+459.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +2.0% | +2.4% |
| 7D | +8.3% | +2.7% | +5.7% | +7.4% |
| 30D | +18.9% | +18.9% | -0.1% | +12.5% |
| 3M | +13.2% | +8.4% | +4.9% | +10.2% |
| 6M | +38.3% | +14.3% | +24.0% | +32.2% |
| YTD | +38.9% | +27.2% | +11.6% | +28.1% |
| 1Y | +36.7% | +25.9% | +10.7% | +26.4% |
| 3Y | +76.6% | +54.6% | +21.9% | +47.6% |
| 5Y | +124.5% | -0.6% | +125.1% | +116.6% |
| 10Y | +674.5% | +208.5% | +466.0% | +460.9% |
| All | +674.5% | +215.3% | +459.2% | +460.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling