-51.1%
NIO vs EXR
+26.8%
-77.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | -1.8% | -1.1% | -0.7% | -1.6% |
| 30D | -6.6% | +18.8% | -25.4% | -9.8% |
| 3M | -29.9% | +9.9% | -39.8% | -31.1% |
| 6M | -46.6% | +12.6% | -59.2% | -48.2% |
| YTD | -36.5% | +26.5% | -63.0% | -41.8% |
| 1Y | -51.1% | +24.5% | -75.6% | -55.3% |
| All | -51.1% | +26.8% | -77.9% | -55.3% |
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