+699.7%
SU vs EXR
+2,662.2%
-1,962.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.3% |
| 7D | +3.6% | -2.6% | +6.1% | +4.5% |
| 30D | +7.9% | -7.2% | +15.1% | +10.6% |
| 3M | +3.5% | -3.5% | +7.0% | +4.5% |
| 6M | +19.0% | -5.3% | +24.3% | +20.2% |
| YTD | +55.0% | +9.4% | +45.6% | +48.5% |
| 1Y | +71.2% | +1.3% | +69.9% | +68.1% |
| 3Y | +117.4% | +22.4% | +95.0% | +93.0% |
| 5Y | +335.2% | -12.2% | +347.4% | +325.1% |
| 10Y | +248.7% | +148.6% | +100.2% | +113.7% |
| All | +699.7% | +2,662.2% | -1,962.5% | +63.9% |
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 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