-4.1%
SUI vs EXR
+1.1%
-5.2%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.2% |
| 7D | -2.8% | -2.6% | -0.3% | -1.8% |
| 30D | -1.2% | -7.2% | +6.0% | +2.0% |
| 3M | -1.7% | -3.5% | +1.8% | -0.1% |
| 6M | -10.5% | -5.3% | -5.2% | -8.6% |
| YTD | -1.8% | +9.4% | -11.2% | -3.9% |
| 1Y | -4.1% | +1.3% | -5.4% | -5.1% |
| All | -4.1% | +1.1% | -5.2% | -5.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling