-46.2%
NFLX vs EXR
+25.3%
-71.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | -2.0% | -0.4% | -1.6% | -1.8% |
| 30D | -11.9% | +18.2% | -30.1% | -15.9% |
| 3M | -20.6% | +7.3% | -27.9% | -22.4% |
| 6M | -29.0% | +13.8% | -42.9% | -31.1% |
| YTD | -33.7% | +25.9% | -59.6% | -34.6% |
| 1Y | -46.2% | +25.8% | -72.0% | -47.0% |
| All | -46.2% | +25.3% | -71.4% | -47.0% |
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