+9.8%
SNY vs EXR
-11.6%
+21.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.4% |
| 7D | -3.6% | -3.2% | -0.4% | -3.0% |
| 30D | -1.9% | -6.9% | +5.0% | -0.5% |
| 3M | -2.0% | -7.8% | +5.8% | -0.4% |
| 6M | +2.5% | -4.9% | +7.4% | +3.5% |
| YTD | -7.0% | +7.2% | -14.1% | -8.2% |
| 1Y | -4.4% | -1.5% | -2.9% | -4.3% |
| 3Y | -8.4% | +22.3% | -30.7% | -11.5% |
| All | +9.8% | -11.6% | +21.4% | +10.0% |
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 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