+42.5%
NBIX vs EXR
+23.2%
+19.3%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.4% |
| 7D | +0.4% | -1.2% | +1.5% | +0.6% |
| 30D | -0.2% | -6.2% | +6.0% | +1.1% |
| 3M | -4.0% | -7.4% | +3.4% | -2.7% |
| 6M | +20.6% | -0.5% | +21.1% | +20.3% |
| YTD | +10.1% | +8.1% | +2.1% | +7.6% |
| 1Y | +8.8% | -2.9% | +11.7% | +8.8% |
| 3Y | +42.5% | +22.9% | +19.5% | +41.2% |
| All | +42.5% | +23.2% | +19.3% | +41.2% |
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