-39.3%
NFLX vs EXR
+28.1%
-67.3%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.1% | +1.6% | +3.8% |
| 7D | +7.1% | +11.3% | -4.2% | +4.1% |
| 30D | -1.6% | +21.2% | -22.8% | -6.6% |
| 3M | -9.8% | +8.7% | -18.5% | -12.2% |
| 6M | -27.1% | +18.2% | -45.3% | -29.6% |
| YTD | -29.2% | +27.9% | -57.1% | -30.6% |
| 1Y | -39.3% | +28.3% | -67.6% | -40.2% |
| All | -39.3% | +28.1% | -67.3% | -40.2% |
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 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