-16.3%
NOW vs EXR
+69.9%
-86.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | -3.0% | +5.2% | -8.2% | -3.5% |
| 30D | -26.0% | +20.9% | -46.9% | -27.8% |
| 3M | -13.1% | +7.7% | -20.8% | -13.9% |
| 6M | +14.5% | +13.2% | +1.3% | +12.8% |
| YTD | -33.4% | +26.5% | -59.9% | -36.0% |
| 1Y | -40.6% | +27.2% | -67.8% | -43.0% |
| 3Y | -16.3% | +71.5% | -87.9% | -24.7% |
| All | -16.3% | +69.9% | -86.2% | -24.7% |
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