+117.8%
SUI vs EXR
+221.5%
-103.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.1% |
| 7D | +6.2% | +5.2% | +1.0% | +3.2% |
| 30D | +8.6% | +20.9% | -12.3% | -2.6% |
| 3M | +1.0% | +7.7% | -6.7% | -3.3% |
| 6M | -2.6% | +13.2% | -15.8% | -9.4% |
| YTD | -0.1% | +26.5% | -26.6% | -13.3% |
| 1Y | +0.5% | +27.2% | -26.7% | -13.2% |
| 3Y | +15.3% | +71.5% | -56.3% | -20.7% |
| 5Y | -26.1% | +0.4% | -26.5% | -30.6% |
| All | +117.8% | +221.5% | -103.7% | +3.4% |
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