-25.6%
SUI vs EXR
-1.8%
-23.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.8% | +0.9% |
| 7D | -1.5% | -0.4% | -1.0% | -1.3% |
| 30D | +3.7% | +18.2% | -14.5% | -4.5% |
| 3M | -0.4% | +7.3% | -7.7% | -3.9% |
| 6M | -2.8% | +13.8% | -16.6% | -8.9% |
| YTD | -1.6% | +25.9% | -27.5% | -12.5% |
| 1Y | -2.1% | +25.8% | -27.9% | -13.0% |
| 3Y | +18.5% | +53.7% | -35.2% | -8.3% |
| All | -25.6% | -1.8% | -23.9% | -27.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling