-38.0%
NIO vs EXR
+1.1%
-39.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.3% | -1.4% |
| 7D | -13.0% | -2.6% | -10.5% | -12.7% |
| 30D | -18.3% | -7.2% | -11.1% | -17.4% |
| 3M | -33.2% | -3.5% | -29.7% | -33.1% |
| 6M | -21.5% | -5.3% | -16.2% | -22.8% |
| YTD | -25.5% | +9.4% | -34.8% | -27.3% |
| 1Y | -38.0% | +1.3% | -39.3% | -39.2% |
| All | -38.0% | +1.1% | -39.1% | -39.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling