+43.3%
UPS vs EXR
+215.7%
-172.4%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.6% |
| 7D | -0.6% | -1.2% | +0.6% | -0.2% |
| 30D | +16.4% | +18.3% | -1.8% | +10.1% |
| 3M | +7.9% | +9.1% | -1.1% | +4.8% |
| 6M | +15.8% | +11.7% | +4.1% | +11.3% |
| YTD | +16.6% | +25.7% | -9.1% | +7.6% |
| 1Y | +22.3% | +24.9% | -2.6% | +13.1% |
| 3Y | -6.2% | +51.4% | -57.7% | -19.7% |
| 5Y | -34.4% | -1.9% | -32.5% | -36.7% |
| All | +43.3% | +215.7% | -172.4% | +1.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling