+8.6%
XLRE vs EXR
-11.2%
+19.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -1.1% |
| 7D | -2.7% | -3.2% | +0.5% | -1.1% |
| 30D | -2.3% | -6.9% | +4.6% | +1.3% |
| 3M | -3.5% | -7.8% | +4.3% | +0.5% |
| 6M | +1.9% | -4.9% | +6.7% | +4.3% |
| YTD | +8.3% | +7.2% | +1.2% | +4.1% |
| 1Y | +6.4% | -1.5% | +7.9% | +6.4% |
| 3Y | +30.2% | +22.3% | +8.0% | +14.1% |
| 5Y | +8.6% | -10.9% | +19.5% | +12.0% |
| All | +8.6% | -11.2% | +19.8% | +12.0% |
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