+453.9%
RGEN vs EXR
+205.9%
+248.0%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.5% |
| 7D | -2.4% | +1.7% | -4.1% | -3.1% |
| 30D | +0.1% | +18.0% | -18.0% | -6.9% |
| 3M | +6.6% | +9.7% | -3.0% | +2.3% |
| 6M | +40.9% | +13.4% | +27.5% | +33.1% |
| YTD | +6.2% | +26.3% | -20.1% | -4.6% |
| 1Y | +19.4% | +27.6% | -8.1% | +6.9% |
| 3Y | +17.9% | +52.2% | -34.3% | -3.3% |
| 5Y | -34.0% | -1.1% | -33.0% | -36.7% |
| 10Y | +453.9% | +216.8% | +237.1% | +312.5% |
| All | +453.9% | +205.9% | +248.0% | +312.5% |
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 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