+262.9%
NVDL vs EXR
+53.5%
+209.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.0% |
| 7D | -24.8% | -0.4% | -24.4% | -24.8% |
| 30D | -48.0% | +18.2% | -66.3% | -47.7% |
| 3M | -51.5% | +7.3% | -58.9% | -51.2% |
| 6M | -54.9% | +13.8% | -68.8% | -54.7% |
| YTD | -39.2% | +25.9% | -65.2% | -39.1% |
| 1Y | -41.1% | +25.8% | -66.9% | -41.0% |
| 3Y | +262.9% | +53.7% | +209.2% | +227.2% |
| All | +262.9% | +53.5% | +209.4% | +227.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling