+373.9%
NVDX vs EXR
+56.6%
+317.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -48.2% |
| 3M | -51.9% | +7.3% | -59.2% | -51.7% |
| 6M | -55.6% | +13.8% | -69.5% | -55.7% |
| YTD | -41.5% | +25.9% | -67.5% | -42.1% |
| 1Y | -44.0% | +25.8% | -69.8% | -44.6% |
| 3Y | +262.2% | +53.7% | +208.5% | +223.9% |
| All | +373.9% | +56.6% | +317.3% | +317.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling