+808.8%
NOW vs EXR
+148.5%
+660.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.7% | -2.6% |
| 7D | -2.4% | -2.6% | +0.2% | -1.5% |
| 30D | +20.5% | -7.2% | +27.7% | +23.6% |
| 3M | +18.3% | -3.5% | +21.8% | +19.9% |
| 6M | +24.1% | -5.3% | +29.4% | +25.7% |
| YTD | -7.8% | +9.4% | -17.1% | -11.7% |
| 1Y | -21.4% | +1.3% | -22.7% | -22.8% |
| 3Y | +19.5% | +22.4% | -2.9% | +5.4% |
| 5Y | +4.1% | -12.2% | +16.3% | +4.4% |
| All | +808.8% | +148.5% | +660.3% | +652.5% |
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 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