-51.1%
NIO vs EXR
+26.0%
-77.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.8% | -3.1% | -3.7% |
| 7D | +2.8% | +1.7% | +1.1% | +2.5% |
| 30D | -8.4% | +18.0% | -26.4% | -11.2% |
| 3M | -32.0% | +9.7% | -41.6% | -33.1% |
| 6M | -43.9% | +13.4% | -57.4% | -45.8% |
| YTD | -35.7% | +26.3% | -62.0% | -40.7% |
| 1Y | -51.1% | +27.6% | -78.7% | -55.4% |
| All | -51.1% | +26.0% | -77.2% | -55.4% |
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