+18.3%
RSP vs EXR
+1.1%
+17.2%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.2% |
| 7D | -0.8% | -2.6% | +1.8% | -0.1% |
| 30D | -0.3% | -7.2% | +6.9% | +1.6% |
| 3M | +4.3% | -3.5% | +7.8% | +5.1% |
| 6M | +8.8% | -5.3% | +14.1% | +9.6% |
| YTD | +15.3% | +9.4% | +5.9% | +11.8% |
| 1Y | +18.3% | +1.3% | +17.0% | +15.6% |
| All | +18.3% | +1.1% | +17.2% | +15.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling