+53.0%
RSP vs EXR
-11.8%
+64.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.1% |
| 7D | -0.8% | -2.6% | +1.8% | +0.1% |
| 30D | -0.3% | -7.2% | +6.9% | +2.1% |
| 3M | +4.3% | -3.5% | +7.8% | +5.3% |
| 6M | +8.8% | -5.3% | +14.1% | +10.4% |
| YTD | +15.3% | +9.4% | +5.9% | +11.4% |
| 1Y | +18.3% | +1.3% | +17.0% | +16.9% |
| 3Y | +52.8% | +22.4% | +30.4% | +38.9% |
| All | +53.0% | -11.8% | +64.8% | +53.7% |
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 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