+76.6%
NFLX vs EXR
+24.9%
+51.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.2% | -4.1% | -5.3% |
| 7D | -4.2% | -2.6% | -1.7% | -4.1% |
| 30D | +5.5% | -7.2% | +12.6% | +6.0% |
| 3M | -4.1% | -3.5% | -0.6% | -3.7% |
| 6M | -20.7% | -5.3% | -15.4% | -20.4% |
| YTD | -16.5% | +9.4% | -25.9% | -16.7% |
| 1Y | -37.8% | +1.3% | -39.1% | -37.7% |
| All | +76.6% | +24.9% | +51.7% | +72.1% |
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