+1,010.6%
SUI vs EXR
+2,662.2%
-1,651.7%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.4% |
| 7D | -2.8% | -2.6% | -0.3% | -1.3% |
| 30D | -1.2% | -7.2% | +6.0% | +3.4% |
| 3M | -1.7% | -3.5% | +1.8% | +0.3% |
| 6M | -10.5% | -5.3% | -5.2% | -7.9% |
| YTD | -1.8% | +9.4% | -11.2% | -7.6% |
| 1Y | -4.1% | +1.3% | -5.4% | -5.9% |
| 3Y | +11.3% | +22.4% | -11.2% | -6.5% |
| 5Y | -32.1% | -12.2% | -19.9% | -31.8% |
| 10Y | +110.4% | +148.6% | -38.1% | +7.2% |
| All | +1,010.6% | +2,662.2% | -1,651.7% | +32.8% |
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