+423.5%
RGEN vs EXR
+151.1%
+272.4%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.6% | +0.6% |
| 7D | -0.9% | -0.7% | -0.2% | -0.6% |
| 30D | +2.8% | -6.9% | +9.8% | +6.0% |
| 3M | +34.5% | -3.0% | +37.5% | +36.0% |
| 6M | +40.5% | -2.9% | +43.4% | +42.1% |
| YTD | +2.8% | +9.3% | -6.4% | -1.4% |
| 1Y | +39.6% | -0.9% | +40.6% | +39.3% |
| 3Y | +4.4% | +24.7% | -20.3% | -6.6% |
| 5Y | -42.8% | -11.7% | -31.1% | -41.9% |
| All | +423.5% | +151.1% | +272.4% | +306.8% |
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