+48.4%
RSP vs EXR
-2.2%
+50.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.2% | -0.7% |
| 7D | +1.8% | -1.2% | +3.0% | +2.2% |
| 30D | +3.5% | +18.3% | -14.8% | -2.1% |
| 3M | +0.2% | +9.1% | -8.9% | -2.7% |
| 6M | +9.1% | +11.7% | -2.6% | +4.9% |
| YTD | +16.6% | +25.7% | -9.1% | +7.5% |
| 1Y | +17.9% | +24.9% | -7.0% | +8.9% |
| 3Y | +64.6% | +51.4% | +13.2% | +38.8% |
| 5Y | +48.4% | -1.9% | +50.3% | +41.2% |
| All | +48.4% | -2.2% | +50.6% | +41.2% |
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