-20.1%
NVDL vs EXR
+28.1%
-48.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +3.1% | -9.2% | -4.8% |
| 7D | -14.0% | +11.3% | -25.3% | -10.3% |
| 30D | -31.2% | +21.2% | -52.3% | -26.1% |
| 3M | -15.5% | +8.7% | -24.2% | -11.7% |
| 6M | -10.3% | +18.2% | -28.5% | -5.3% |
| YTD | -5.8% | +27.9% | -33.7% | +9.0% |
| 1Y | -20.1% | +28.3% | -48.4% | -7.3% |
| All | -20.1% | +28.1% | -48.1% | -7.3% |
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