+19.7%
SUI vs EXR
+52.9%
-33.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.2% |
| 7D | +6.2% | +5.2% | +1.0% | +3.8% |
| 30D | +8.6% | +20.9% | -12.3% | -0.3% |
| 3M | +1.0% | +7.7% | -6.7% | -2.4% |
| 6M | -2.6% | +13.2% | -15.8% | -8.0% |
| YTD | -0.1% | +26.5% | -26.6% | -10.4% |
| 1Y | +0.5% | +27.2% | -26.7% | -10.1% |
| All | +19.7% | +52.9% | -33.2% | -7.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling