+331.8%
SPGI vs EXR
+221.5%
+110.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.8% |
| 7D | +0.3% | +5.2% | -4.9% | -1.5% |
| 30D | +18.4% | +20.9% | -2.5% | +10.9% |
| 3M | +15.7% | +7.7% | +8.0% | +12.7% |
| 6M | +17.3% | +13.2% | +4.1% | +12.2% |
| YTD | -4.7% | +26.5% | -31.2% | -12.7% |
| 1Y | +1.8% | +27.2% | -25.4% | -7.0% |
| 3Y | +31.7% | +71.5% | -39.8% | +4.6% |
| 5Y | +12.1% | +0.4% | +11.7% | +7.4% |
| All | +331.8% | +221.5% | +110.3% | +207.5% |
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