+23.4%
REGN vs EXR
-10.8%
+34.2%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.7% |
| 7D | -5.6% | -1.2% | -4.4% | -5.3% |
| 30D | -2.0% | -6.2% | +4.3% | -0.4% |
| 3M | +28.0% | -7.4% | +35.4% | +30.3% |
| 6M | +1.2% | -0.5% | +1.7% | +1.1% |
| YTD | +1.6% | +8.1% | -6.4% | -0.8% |
| 1Y | +38.2% | -2.9% | +41.1% | +38.4% |
| 3Y | -5.4% | +22.9% | -28.3% | -10.8% |
| All | +23.4% | -10.8% | +34.2% | +19.1% |
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