-31.2%
SUI vs EXR
-11.8%
-19.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.3% |
| 7D | -2.8% | -2.6% | -0.3% | -1.6% |
| 30D | -1.2% | -7.2% | +6.0% | +2.5% |
| 3M | -1.7% | -3.5% | +1.8% | 0.0% |
| 6M | -10.5% | -5.3% | -5.2% | -8.3% |
| YTD | -1.8% | +9.4% | -11.2% | -6.4% |
| 1Y | -4.1% | +1.3% | -5.4% | -5.4% |
| 3Y | +11.3% | +22.4% | -11.2% | -3.3% |
| All | -31.2% | -11.8% | -19.4% | -28.7% |
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