+1,046.6%
SUI vs EXR
+3,113.6%
-2,067.0%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.0% |
| 7D | +8.8% | +6.8% | +1.9% | +4.6% |
| 30D | +8.9% | +19.6% | -10.7% | -2.2% |
| 3M | +2.0% | +8.0% | -5.9% | -2.7% |
| 6M | -0.6% | +17.2% | -17.8% | -9.9% |
| YTD | +1.3% | +27.2% | -25.9% | -13.0% |
| 1Y | +1.3% | +26.1% | -24.8% | -12.8% |
| 3Y | +16.3% | +70.7% | -54.4% | -20.3% |
| 5Y | -25.1% | +1.0% | -26.0% | -30.7% |
| 10Y | +121.1% | +227.1% | -106.0% | -4.6% |
| All | +1,046.6% | +3,113.6% | -2,067.0% | +25.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling