+1,119.4%
NBIS vs EXR
-11.0%
+1,130.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.1% | +7.8% | +7.7% |
| 7D | +22.2% | -0.7% | +22.9% | +21.9% |
| 30D | +29.7% | -6.9% | +36.7% | +25.6% |
| 3M | +11.9% | -3.0% | +14.9% | +10.7% |
| 6M | +173.0% | -2.9% | +176.0% | +168.7% |
| YTD | +191.4% | +9.3% | +182.1% | +193.7% |
| 1Y | +280.7% | -0.9% | +281.6% | +277.2% |
| All | +1,119.4% | -11.0% | +1,130.4% | +923.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling