-34.5%
UPS vs EXR
-0.3%
-34.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.3% |
| 7D | 0.0% | +5.2% | -5.2% | -1.7% |
| 30D | +17.3% | +20.9% | -3.5% | +9.6% |
| 3M | +6.6% | +7.7% | -1.1% | +3.8% |
| 6M | +12.0% | +13.2% | -1.2% | +6.8% |
| YTD | +14.4% | +26.5% | -12.1% | +4.7% |
| 1Y | +23.3% | +27.2% | -3.9% | +12.6% |
| 3Y | -9.6% | +71.5% | -81.2% | -26.9% |
| All | -34.5% | -0.3% | -34.1% | -37.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling