+6.8%
NOW vs EXR
-11.8%
+18.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.7% | -2.5% |
| 7D | -2.4% | -2.6% | +0.2% | -1.4% |
| 30D | +20.5% | -7.2% | +27.7% | +23.9% |
| 3M | +18.3% | -3.5% | +21.8% | +20.1% |
| 6M | +24.1% | -5.3% | +29.4% | +26.0% |
| YTD | -7.8% | +9.4% | -17.1% | -12.4% |
| 1Y | -21.4% | +1.3% | -22.7% | -23.1% |
| 3Y | +19.5% | +22.4% | -2.9% | +0.5% |
| All | +6.8% | -11.8% | +18.7% | +5.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling