-2.7%
NFLX vs EXR
-0.3%
-2.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.1% |
| 7D | +2.1% | +5.2% | -3.1% | +0.9% |
| 30D | -9.0% | +20.9% | -29.9% | -13.0% |
| 3M | -14.0% | +7.7% | -21.7% | -15.5% |
| 6M | -28.2% | +13.2% | -41.3% | -30.2% |
| YTD | -32.4% | +26.5% | -58.8% | -36.1% |
| 1Y | -42.2% | +27.2% | -69.4% | -45.5% |
| 3Y | +45.9% | +71.5% | -25.7% | +19.2% |
| All | -2.7% | -0.3% | -2.3% | -3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling