+573.2%
SPMO vs EXR
+169.2%
+404.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +1.9% |
| 7D | +2.0% | -2.6% | +4.6% | +2.7% |
| 30D | -0.4% | -7.2% | +6.8% | +1.5% |
| 3M | -1.9% | -3.5% | +1.6% | -1.4% |
| 6M | +25.0% | -5.3% | +30.3% | +26.2% |
| YTD | +26.0% | +9.4% | +16.7% | +22.2% |
| 1Y | +28.7% | +1.3% | +27.4% | +27.0% |
| 3Y | +160.9% | +22.4% | +138.5% | +138.9% |
| 5Y | +147.9% | -12.2% | +160.1% | +146.0% |
| 10Y | +518.9% | +148.6% | +370.4% | +375.0% |
| All | +573.2% | +169.2% | +404.1% | +417.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling