-43.6%
SBAC vs EXR
-11.8%
-31.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.4% |
| 7D | -0.8% | -2.6% | +1.8% | +0.6% |
| 30D | +6.9% | -7.2% | +14.1% | +11.3% |
| 3M | -8.2% | -3.5% | -4.7% | -6.5% |
| 6M | -1.6% | -5.3% | +3.7% | +1.2% |
| YTD | -0.1% | +9.4% | -9.5% | -4.8% |
| 1Y | -0.5% | +1.3% | -1.8% | -1.6% |
| 3Y | -9.1% | +22.4% | -31.5% | -20.3% |
| All | -43.6% | -11.8% | -31.7% | -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