+21.7%
RGEN vs EXR
+53.9%
-32.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.5% | +2.9% |
| 7D | +3.5% | +2.7% | +0.8% | +2.2% |
| 30D | +2.9% | +18.9% | -16.0% | -5.4% |
| 3M | +9.2% | +8.4% | +0.8% | +4.9% |
| 6M | +44.9% | +14.3% | +30.6% | +35.5% |
| YTD | +9.2% | +27.2% | -18.0% | -3.8% |
| 1Y | +25.3% | +25.9% | -0.6% | +10.9% |
| 3Y | +21.7% | +54.6% | -32.9% | -8.7% |
| All | +21.7% | +53.9% | -32.1% | -8.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling