+36.0%
NVS vs EXR
+28.1%
+7.9%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.1% | +0.5% | +2.4% |
| 7D | +5.7% | +11.3% | -5.6% | +1.4% |
| 30D | +17.1% | +21.2% | -4.1% | +8.8% |
| 3M | +7.6% | +8.7% | -1.1% | +4.2% |
| 6M | +14.1% | +18.2% | -4.1% | +6.8% |
| YTD | +23.3% | +27.9% | -4.6% | +11.6% |
| 1Y | +36.0% | +28.3% | +7.7% | +23.3% |
| All | +36.0% | +28.1% | +7.9% | +23.3% |
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 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