+334.0%
SPGI vs EXR
+205.9%
+128.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.2% | +0.8% |
| 7D | +1.6% | +1.7% | -0.2% | +1.0% |
| 30D | +16.1% | +18.0% | -2.0% | +9.6% |
| 3M | +15.5% | +9.7% | +5.8% | +11.8% |
| 6M | +19.6% | +13.4% | +6.2% | +14.4% |
| YTD | -3.6% | +26.3% | -29.9% | -11.7% |
| 1Y | +2.2% | +27.6% | -25.3% | -6.7% |
| 3Y | +30.1% | +52.2% | -22.1% | +8.3% |
| 5Y | +14.9% | -1.1% | +16.0% | +10.7% |
| 10Y | +334.0% | +216.8% | +117.2% | +209.0% |
| All | +334.0% | +205.9% | +128.1% | +209.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling