+504.4%
NOW vs EXR
+215.7%
+288.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.8% |
| 7D | -1.7% | -1.2% | -0.5% | -1.2% |
| 30D | -27.4% | +18.3% | -45.7% | -31.8% |
| 3M | -19.4% | +9.1% | -28.5% | -22.1% |
| 6M | +13.1% | +11.7% | +1.4% | +8.2% |
| YTD | -34.3% | +25.7% | -60.0% | -40.4% |
| 1Y | -41.8% | +24.9% | -66.7% | -47.1% |
| 3Y | -20.7% | +51.4% | -72.2% | -35.9% |
| 5Y | -27.2% | -1.9% | -25.3% | -30.0% |
| All | +504.4% | +215.7% | +288.7% | +355.9% |
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