+35,514.5%
NFLX vs EXR
+2,662.2%
+32,852.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.2% | -4.1% | -5.0% |
| 7D | -4.2% | -2.6% | -1.7% | -3.4% |
| 30D | +5.5% | -7.2% | +12.6% | +8.0% |
| 3M | -4.1% | -3.5% | -0.6% | -2.9% |
| 6M | -20.7% | -5.3% | -15.4% | -19.5% |
| YTD | -16.5% | +9.4% | -25.9% | -19.3% |
| 1Y | -37.8% | +1.3% | -39.1% | -38.6% |
| 3Y | +77.9% | +22.4% | +55.5% | +59.5% |
| 5Y | +32.5% | -12.2% | +44.7% | +30.9% |
| 10Y | +703.6% | +148.6% | +555.0% | +426.2% |
| All | +35,514.5% | +2,662.2% | +32,852.2% | +9,262.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling