+3.7%
SO vs EXR
+28.1%
-24.3%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.1% | -3.8% | -1.7% |
| 7D | +1.7% | +11.3% | -9.5% | -1.9% |
| 30D | +11.1% | +21.2% | -10.0% | +4.3% |
| 3M | +0.7% | +8.7% | -8.0% | -2.4% |
| 6M | -1.4% | +18.2% | -19.6% | -6.4% |
| YTD | +9.4% | +27.9% | -18.5% | +1.4% |
| 1Y | +3.7% | +28.3% | -24.6% | -3.6% |
| All | +3.7% | +28.1% | -24.3% | -3.6% |
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 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