+39.6%
NTR vs EXR
-0.7%
+40.3%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.2% | -0.4% |
| 7D | -1.3% | -1.2% | -0.1% | -1.3% |
| 30D | +16.8% | -6.2% | +23.0% | +16.7% |
| 3M | +20.7% | -7.4% | +28.1% | +20.6% |
| 6M | +0.5% | -0.5% | +1.1% | +1.0% |
| YTD | +29.2% | +8.1% | +21.1% | +26.3% |
| 1Y | +39.6% | -2.9% | +42.5% | +36.4% |
| All | +39.6% | -0.7% | +40.3% | +36.4% |
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