+27.2%
UPS vs EXR
+26.0%
+1.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.8% | +0.4% |
| 7D | +1.7% | +1.7% | 0.0% | +1.0% |
| 30D | +17.4% | +18.0% | -0.6% | +9.2% |
| 3M | +7.7% | +9.7% | -1.9% | +3.3% |
| 6M | +13.8% | +13.4% | +0.4% | +6.9% |
| YTD | +17.3% | +26.3% | -9.0% | +2.8% |
| 1Y | +27.2% | +27.6% | -0.4% | +10.3% |
| All | +27.2% | +26.0% | +1.1% | +10.3% |
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