+1,101.8%
NBIS vs EXR
-13.3%
+1,115.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.1% | -2.6% |
| 7D | +17.8% | -3.1% | +20.8% | +16.1% |
| 30D | +30.5% | -7.5% | +38.1% | +26.0% |
| 3M | +9.2% | -7.5% | +16.7% | +6.4% |
| 6M | +153.2% | -5.2% | +158.4% | +146.4% |
| YTD | +187.1% | +6.5% | +180.6% | +186.1% |
| 1Y | +151.1% | -2.0% | +153.1% | +146.3% |
| All | +1,101.8% | -13.3% | +1,115.0% | +896.6% |
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