+31.2%
NVDA vs EXR
-2.8%
+34.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | -1.3% |
| 7D | -0.3% | -3.1% | +2.7% | -0.7% |
| 30D | +2.8% | -7.5% | +10.3% | +1.8% |
| 3M | +7.4% | -7.5% | +14.9% | +6.4% |
| 6M | +22.6% | -5.2% | +27.8% | +19.7% |
| YTD | +20.1% | +6.5% | +13.6% | +22.7% |
| 1Y | +31.2% | -2.0% | +33.2% | +30.4% |
| All | +31.2% | -2.8% | +34.0% | +30.4% |
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 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