+17.1%
NXPI vs EXR
-11.8%
+29.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.8% |
| 7D | +1.9% | -2.6% | +4.5% | +3.1% |
| 30D | -1.4% | -7.2% | +5.8% | +1.9% |
| 3M | -29.1% | -3.5% | -25.6% | -28.4% |
| 6M | +6.2% | -5.3% | +11.5% | +8.0% |
| YTD | +5.9% | +9.4% | -3.5% | +0.2% |
| 1Y | +2.9% | +1.3% | +1.6% | +0.7% |
| 3Y | +14.5% | +22.4% | -7.9% | -0.3% |
| All | +17.1% | -11.8% | +29.0% | +13.4% |
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