+21.1%
NEE vs EXR
+1.1%
+20.0%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.4% |
| 7D | +1.9% | -2.6% | +4.5% | +2.7% |
| 30D | -2.2% | -7.2% | +5.0% | 0.0% |
| 3M | -1.2% | -3.5% | +2.3% | -0.3% |
| 6M | -8.6% | -5.3% | -3.3% | -7.3% |
| YTD | +6.2% | +9.4% | -3.2% | +3.5% |
| 1Y | +21.1% | +1.3% | +19.8% | +20.4% |
| All | +21.1% | +1.1% | +20.0% | +20.4% |
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