+227.1%
NVT vs EXR
-1.8%
+228.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | +8.0% | -0.4% | +8.4% | +8.1% |
| 30D | -24.8% | +18.2% | -43.0% | -28.3% |
| 3M | -32.4% | +7.3% | -39.8% | -33.9% |
| 6M | -33.5% | +13.8% | -47.3% | -36.5% |
| YTD | +13.2% | +25.9% | -12.7% | +4.3% |
| 1Y | +9.0% | +25.8% | -16.8% | +0.3% |
| 3Y | +129.4% | +53.7% | +75.7% | +89.3% |
| All | +227.1% | -1.8% | +228.8% | +214.2% |
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 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