+17.1%
SNPS vs EXR
-11.8%
+28.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.2% | -4.2% | -5.0% |
| 7D | -11.0% | -2.6% | -8.5% | -10.3% |
| 30D | -1.7% | -7.2% | +5.4% | +0.6% |
| 3M | -20.4% | -3.5% | -16.9% | -19.7% |
| 6M | -8.6% | -5.3% | -3.3% | -7.5% |
| YTD | -16.2% | +9.4% | -25.5% | -19.6% |
| 1Y | -34.6% | +1.3% | -35.9% | -35.7% |
| 3Y | -14.5% | +22.4% | -36.9% | -25.6% |
| All | +17.1% | -11.8% | +28.9% | +16.6% |
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