+183.4%
SSNC vs EXR
+215.7%
-32.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | +1.4% | -1.2% | +2.6% | +1.8% |
| 30D | -2.6% | +18.3% | -20.9% | -8.2% |
| 3M | -0.6% | +9.1% | -9.7% | -3.6% |
| 6M | +19.9% | +11.7% | +8.1% | +15.2% |
| YTD | -8.2% | +25.7% | -33.9% | -15.7% |
| 1Y | -5.5% | +24.9% | -30.5% | -13.2% |
| 3Y | +56.8% | +51.4% | +5.3% | +31.8% |
| 5Y | +7.8% | -1.9% | +9.7% | +4.0% |
| All | +183.4% | +215.7% | -32.3% | +102.3% |
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 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