-64.8%
NIO vs EXR
+22.7%
-87.6%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.3% | -1.1% |
| 7D | -13.0% | -2.6% | -10.5% | -12.2% |
| 30D | -18.3% | -7.2% | -11.1% | -16.0% |
| 3M | -33.2% | -3.5% | -29.7% | -32.6% |
| 6M | -21.5% | -5.3% | -16.2% | -20.5% |
| YTD | -25.5% | +9.4% | -34.8% | -29.0% |
| 1Y | -38.0% | +1.3% | -39.3% | -39.2% |
| All | -64.8% | +22.7% | -87.6% | -69.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling