+18.3%
NOW vs EXR
+22.7%
-4.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.7% | -2.8% |
| 7D | -2.4% | -2.6% | +0.2% | -2.0% |
| 30D | +20.5% | -7.2% | +27.7% | +21.9% |
| 3M | +18.3% | -3.5% | +21.8% | +19.1% |
| 6M | +24.1% | -5.3% | +29.4% | +25.1% |
| YTD | -7.8% | +9.4% | -17.1% | -9.9% |
| 1Y | -21.4% | +1.3% | -22.7% | -22.0% |
| All | +18.3% | +22.7% | -4.5% | +9.7% |
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