+225,283.5%
NVDA vs EXR
+3,114.4%
+222,169.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.6% | -4.9% | -4.5% |
| 7D | -11.6% | +2.7% | -14.3% | -12.6% |
| 30D | -22.1% | +18.9% | -41.0% | -27.9% |
| 3M | -20.1% | +8.4% | -28.5% | -23.2% |
| 6M | -16.8% | +14.3% | -31.1% | -22.2% |
| YTD | -4.0% | +27.2% | -31.2% | -14.8% |
| 1Y | -4.8% | +25.9% | -30.7% | -15.5% |
| 3Y | +281.7% | +54.6% | +227.1% | +193.6% |
| 5Y | +485.4% | -0.6% | +486.0% | +447.2% |
| 10Y | +10,310.1% | +208.5% | +10,101.6% | +5,320.2% |
| All | +225,283.5% | +3,114.4% | +222,169.1% | +40,073.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling