+1,218.8%
URI vs EXR
+215.3%
+1,003.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.6% | +6.3% | +6.6% |
| 7D | -4.0% | +2.7% | -6.7% | -5.1% |
| 30D | +6.8% | +18.9% | -12.1% | -0.3% |
| 3M | -2.8% | +8.4% | -11.2% | -6.0% |
| 6M | +20.9% | +14.3% | +6.5% | +14.1% |
| YTD | +40.2% | +27.2% | +13.0% | +26.7% |
| 1Y | +34.1% | +25.9% | +8.1% | +21.6% |
| 3Y | +164.1% | +54.6% | +109.5% | +118.1% |
| 5Y | +199.3% | -0.6% | +199.9% | +185.8% |
| 10Y | +1,218.8% | +208.5% | +1,010.3% | +862.9% |
| All | +1,218.8% | +215.3% | +1,003.6% | +862.9% |
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 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