+15.4%
NSC vs EXR
+26.1%
-10.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.6% |
| 7D | -6.6% | +5.2% | -11.8% | -8.3% |
| 30D | +2.2% | +20.9% | -18.7% | -4.5% |
| 3M | -6.2% | +7.7% | -13.9% | -8.7% |
| 6M | +1.7% | +13.2% | -11.5% | -3.0% |
| YTD | +12.2% | +26.5% | -14.3% | +1.8% |
| 1Y | +15.4% | +27.2% | -11.8% | +4.5% |
| All | +15.4% | +26.1% | -10.7% | +4.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling