-61.4%
NVD vs EXR
+1.1%
-62.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.1% | -1.0% |
| 7D | -11.1% | -2.6% | -8.6% | -10.4% |
| 30D | -13.3% | -7.2% | -6.1% | -11.3% |
| 3M | -19.8% | -3.5% | -16.3% | -18.6% |
| 6M | -48.8% | -5.3% | -43.5% | -45.9% |
| YTD | -49.7% | +9.4% | -59.0% | -52.5% |
| 1Y | -61.4% | +1.3% | -62.7% | -61.2% |
| All | -61.4% | +1.1% | -62.5% | -61.2% |
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 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