+18.8%
NVDL vs EXR
-0.7%
+19.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.0% | +0.1% |
| 7D | -10.3% | -1.2% | -9.2% | -10.6% |
| 30D | -7.1% | -6.2% | -0.9% | -8.7% |
| 3M | +6.6% | -7.4% | +14.0% | +4.8% |
| 6M | +21.1% | -0.5% | +21.6% | +17.7% |
| YTD | +15.2% | +8.1% | +7.1% | +21.0% |
| 1Y | +18.8% | -2.9% | +21.7% | +17.8% |
| All | +18.8% | -0.7% | +19.5% | +17.8% |
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