+34.7%
NXPI vs EXR
-1.8%
+36.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | +6.8% | -0.4% | +7.2% | +7.0% |
| 30D | +20.0% | +18.2% | +1.8% | +11.0% |
| 3M | +14.8% | +7.3% | +7.5% | +10.9% |
| 6M | -10.5% | +13.8% | -24.3% | -16.5% |
| YTD | +23.7% | +25.9% | -2.2% | +9.4% |
| 1Y | +34.1% | +25.8% | +8.3% | +18.5% |
| 3Y | +51.2% | +53.7% | -2.5% | +17.6% |
| All | +34.7% | -1.8% | +36.5% | +29.7% |
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 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