+59.7%
RGTI vs EXR
+16.8%
+42.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.0% |
| 7D | +5.5% | -0.7% | +6.2% | +5.8% |
| 30D | -11.9% | -6.9% | -4.9% | -9.2% |
| 3M | -27.4% | -3.0% | -24.4% | -27.2% |
| 6M | -7.1% | -2.9% | -4.1% | -6.6% |
| YTD | -28.6% | +9.3% | -37.9% | -32.0% |
| 1Y | +4.4% | -0.9% | +5.3% | +3.0% |
| 3Y | +698.5% | +24.7% | +673.8% | +592.3% |
| 5Y | +64.2% | -11.7% | +75.9% | +55.0% |
| All | +59.7% | +16.8% | +42.9% | +50.9% |
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