+35.7%
URI vs EXR
+26.8%
+8.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.1% |
| 7D | +2.4% | -1.1% | +3.5% | +2.9% |
| 30D | +8.9% | +18.8% | -9.9% | +1.4% |
| 3M | +0.8% | +9.9% | -9.1% | -3.2% |
| 6M | +23.1% | +12.6% | +10.5% | +16.2% |
| YTD | +43.1% | +26.5% | +16.6% | +24.8% |
| 1Y | +35.7% | +24.5% | +11.2% | +19.4% |
| All | +35.7% | +26.8% | +8.9% | +19.4% |
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