+12.6%
SOFI vs EXR
-11.2%
+23.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -1.0% |
| 7D | -7.0% | -3.2% | -3.8% | -5.2% |
| 30D | -4.3% | -6.9% | +2.6% | -0.2% |
| 3M | +8.4% | -7.8% | +16.2% | +13.1% |
| 6M | -5.9% | -4.9% | -1.0% | -4.0% |
| YTD | -34.3% | +7.2% | -41.4% | -38.3% |
| 1Y | -32.6% | -1.5% | -31.0% | -33.6% |
| 3Y | +101.3% | +22.3% | +79.0% | +65.7% |
| 5Y | +12.6% | -10.9% | +23.5% | +9.4% |
| All | +12.6% | -11.2% | +23.8% | +9.4% |
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