+31.1%
SOLS vs EXR
-7.9%
+39.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.5% | +0.6% | -1.2% |
| 7D | +3.7% | -3.1% | +6.8% | +4.7% |
| 30D | +5.0% | -7.5% | +12.5% | +7.5% |
| 3M | -21.1% | -7.5% | -13.6% | -19.6% |
| 6M | -14.2% | -5.2% | -9.0% | -14.9% |
| YTD | +30.6% | +6.5% | +24.1% | +23.4% |
| All | +31.1% | -7.9% | +39.0% | +27.9% |
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