+5.7%
SYY vs EXR
+25.3%
-19.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | +0.3% | -0.4% | +0.7% | +0.5% |
| 30D | -4.8% | +18.2% | -23.0% | -11.3% |
| 3M | -7.1% | +7.3% | -14.4% | -9.8% |
| 6M | +6.8% | +13.8% | -7.0% | +0.6% |
| YTD | +7.7% | +25.9% | -18.3% | -3.1% |
| 1Y | +5.7% | +25.8% | -20.1% | -4.9% |
| All | +5.7% | +25.3% | -19.6% | -4.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling