-11.3%
SIRI vs EXR
+151.8%
-163.1%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | +0.1% | +0.7% |
| 7D | +0.6% | -1.2% | +1.7% | +0.9% |
| 30D | +2.5% | -6.2% | +8.7% | +4.5% |
| 3M | +6.6% | -7.4% | +14.0% | +9.1% |
| 6M | +32.9% | -0.5% | +33.4% | +33.0% |
| YTD | +50.5% | +8.1% | +42.4% | +46.4% |
| 1Y | +28.0% | -2.9% | +30.8% | +28.3% |
| 3Y | -22.4% | +22.9% | -45.4% | -27.4% |
| 5Y | -41.3% | -10.2% | -31.1% | -41.7% |
| All | -11.3% | +151.8% | -163.1% | -29.0% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling