+10,799.4%
REGN vs EXR
+2,590.4%
+8,208.9%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.2% | +0.7% |
| 7D | -5.2% | -3.1% | -2.1% | -4.0% |
| 30D | +0.1% | -7.5% | +7.6% | +3.3% |
| 3M | +31.2% | -7.5% | +38.7% | +35.3% |
| 6M | +3.6% | -5.2% | +8.8% | +5.5% |
| YTD | +5.0% | +6.5% | -1.5% | +1.6% |
| 1Y | +45.9% | -2.0% | +47.9% | +45.7% |
| 3Y | -1.9% | +21.5% | -23.4% | -13.1% |
| 5Y | +26.2% | -11.5% | +37.7% | +23.3% |
| 10Y | +112.1% | +148.0% | -35.9% | +18.9% |
| All | +10,799.4% | +2,590.4% | +8,208.9% | +1,652.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling