+22.0%
NXPI vs EXR
-0.3%
+22.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.8% |
| 7D | -4.4% | +5.2% | -9.6% | -6.6% |
| 30D | +5.6% | +20.9% | -15.3% | -3.4% |
| 3M | +7.6% | +7.7% | -0.1% | +3.8% |
| 6M | -17.6% | +13.2% | -30.7% | -22.9% |
| YTD | +15.9% | +26.5% | -10.6% | +2.2% |
| 1Y | +22.4% | +27.2% | -4.8% | +7.5% |
| 3Y | +43.2% | +71.5% | -28.3% | +5.0% |
| All | +22.0% | -0.3% | +22.4% | +15.2% |
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