+521.8%
NOW vs EXR
+217.4%
+304.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +3.1% |
| 7D | -5.6% | -1.1% | -4.4% | -5.2% |
| 30D | -26.8% | +18.8% | -45.5% | -31.3% |
| 3M | -19.4% | +9.9% | -29.3% | -22.4% |
| 6M | +12.3% | +12.6% | -0.3% | +7.1% |
| YTD | -32.9% | +26.5% | -59.4% | -39.3% |
| 1Y | -40.3% | +24.5% | -64.8% | -45.7% |
| 3Y | -19.1% | +52.4% | -71.5% | -34.7% |
| 5Y | -24.4% | -1.5% | -22.8% | -27.4% |
| 10Y | +521.8% | +216.0% | +305.9% | +367.3% |
| All | +521.8% | +217.4% | +304.4% | +367.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling