-6.1%
SHOP vs EXR
+26.8%
-32.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.8% |
| 7D | -2.5% | -1.1% | -1.3% | -2.2% |
| 30D | -16.7% | +18.8% | -35.5% | -19.6% |
| 3M | -2.2% | +9.9% | -12.1% | -4.1% |
| 6M | +45.6% | +12.6% | +32.9% | +42.7% |
| YTD | -7.3% | +26.5% | -33.8% | -12.0% |
| 1Y | -6.1% | +24.5% | -30.6% | -8.9% |
| All | -6.1% | +26.8% | -32.9% | -8.9% |
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