+45.9%
NFLX vs EXR
+69.9%
-24.0%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.2% |
| 7D | +2.1% | +5.2% | -3.1% | +1.6% |
| 30D | -9.0% | +20.9% | -29.9% | -10.9% |
| 3M | -14.0% | +7.7% | -21.7% | -14.8% |
| 6M | -28.2% | +13.2% | -41.3% | -29.1% |
| YTD | -32.4% | +26.5% | -58.8% | -33.6% |
| 1Y | -42.2% | +27.2% | -69.4% | -43.3% |
| 3Y | +45.9% | +71.5% | -25.7% | +40.6% |
| All | +45.9% | +69.9% | -24.0% | +40.6% |
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