-52.7%
NIO vs EXR
+26.1%
-78.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.6% | +6.5% | +6.0% |
| 7D | +5.6% | +5.2% | +0.4% | +4.6% |
| 30D | -4.2% | +20.9% | -25.1% | -7.5% |
| 3M | -26.3% | +7.7% | -34.0% | -27.3% |
| 6M | -42.5% | +13.2% | -55.7% | -44.3% |
| YTD | -33.5% | +26.5% | -60.0% | -38.4% |
| 1Y | -52.7% | +27.2% | -79.9% | -56.4% |
| All | -52.7% | +26.1% | -78.8% | -56.4% |
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