+28,692.0%
NFLX vs EXR
+3,090.1%
+25,601.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.8% |
| 7D | -0.3% | +1.7% | -2.0% | -0.8% |
| 30D | -10.0% | +18.0% | -28.1% | -14.7% |
| 3M | -17.1% | +9.7% | -26.7% | -19.5% |
| 6M | -27.7% | +13.4% | -41.1% | -30.6% |
| YTD | -32.5% | +26.3% | -58.8% | -37.7% |
| 1Y | -43.5% | +27.6% | -71.1% | -48.1% |
| 3Y | +41.4% | +52.2% | -10.7% | +18.6% |
| 5Y | -2.2% | -1.1% | -1.1% | -6.9% |
| 10Y | +448.1% | +216.8% | +231.3% | +231.7% |
| All | +28,692.0% | +3,090.1% | +25,601.9% | +7,124.8% |
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