-98.5%
NVD vs EXR
+42.1%
-140.6%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.7% | +3.9% |
| 7D | +28.6% | -0.4% | +29.1% | +28.6% |
| 30D | +73.6% | +18.2% | +55.4% | +74.1% |
| 3M | +70.1% | +7.3% | +62.7% | +69.7% |
| 6M | +53.6% | +13.8% | +39.7% | +54.0% |
| YTD | -7.0% | +25.9% | -32.9% | -5.7% |
| 1Y | -9.0% | +25.8% | -34.8% | -7.7% |
| 3Y | -98.3% | +53.7% | -152.1% | -98.1% |
| All | -98.5% | +42.1% | -140.6% | -98.4% |
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