-23.9%
NVDX vs EXR
+28.1%
-51.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +3.1% | -9.2% | -4.9% |
| 7D | -14.1% | +11.3% | -25.3% | -10.3% |
| 30D | -31.3% | +21.2% | -52.5% | -26.2% |
| 3M | -16.2% | +8.7% | -24.9% | -12.4% |
| 6M | -11.9% | +18.2% | -30.1% | -7.0% |
| YTD | -9.4% | +27.9% | -37.4% | +4.9% |
| 1Y | -23.9% | +28.3% | -52.2% | -11.6% |
| All | -23.9% | +28.1% | -51.9% | -11.6% |
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