+262.2%
NVDX vs EXR
+53.5%
+208.7%
-68.2%
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 | -24.7% | -0.4% | -24.3% | -24.7% |
| 30D | -48.2% | +18.2% | -66.4% | -47.9% |
| 3M | -51.9% | +7.3% | -59.2% | -51.6% |
| 6M | -55.6% | +13.8% | -69.5% | -55.6% |
| YTD | -41.5% | +25.9% | -67.5% | -41.7% |
| 1Y | -44.0% | +25.8% | -69.8% | -44.2% |
| 3Y | +262.2% | +53.7% | +208.5% | +216.3% |
| All | +262.2% | +53.5% | +208.7% | +216.3% |
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 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