-3.0%
NXT vs EXR
+24.1%
-27.1%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.6% | -6.3% | -6.8% |
| 7D | -6.0% | -1.2% | -4.8% | -5.8% |
| 30D | +5.4% | +18.3% | -12.8% | +5.1% |
| 3M | -9.7% | +9.1% | -18.8% | -10.5% |
| 6M | -25.3% | +11.7% | -37.1% | -26.3% |
| YTD | +7.5% | +25.7% | -18.2% | -3.9% |
| 1Y | -3.0% | +24.9% | -27.9% | -13.3% |
| All | -3.0% | +24.1% | -27.1% | -13.3% |
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 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