-9.3%
SHOP vs EXR
-10.8%
+1.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.1% | -7.5% | -7.5% |
| 7D | -4.1% | -0.7% | -3.4% | -3.7% |
| 30D | -11.5% | -6.9% | -4.6% | -7.8% |
| 3M | +21.1% | -3.0% | +24.0% | +23.1% |
| 6M | +3.0% | -2.9% | +5.9% | +4.2% |
| YTD | -16.7% | +9.3% | -26.0% | -22.1% |
| 1Y | -8.3% | -0.9% | -7.4% | -9.3% |
| 3Y | +112.8% | +24.7% | +88.1% | +68.9% |
| 5Y | -9.3% | -11.7% | +2.4% | -13.7% |
| All | -9.3% | -10.8% | +1.6% | -13.7% |
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