+99.1%
RSG vs EXR
-2.2%
+101.2%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.6% |
| 7D | +1.4% | -1.2% | +2.6% | +1.7% |
| 30D | +15.0% | +18.3% | -3.2% | +10.7% |
| 3M | +18.5% | +9.1% | +9.4% | +16.1% |
| 6M | +25.8% | +11.7% | +14.0% | +22.5% |
| YTD | +20.8% | +25.7% | -4.9% | +14.3% |
| 1Y | +24.8% | +24.9% | -0.1% | +18.2% |
| 3Y | +65.9% | +51.4% | +14.4% | +46.9% |
| 5Y | +99.1% | -1.9% | +101.0% | +95.8% |
| All | +99.1% | -2.2% | +101.2% | +95.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling