+505.1%
NTRA vs EXR
+21.4%
+483.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.5% | +4.4% | +2.5% |
| 7D | +1.6% | -3.1% | +4.7% | +2.3% |
| 30D | +3.8% | -7.5% | +11.3% | +5.8% |
| 3M | +48.2% | -7.5% | +55.7% | +50.6% |
| 6M | +61.0% | -5.2% | +66.1% | +62.2% |
| YTD | +44.2% | +6.5% | +37.7% | +40.4% |
| 1Y | +87.3% | -2.0% | +89.3% | +86.3% |
| All | +505.1% | +21.4% | +483.7% | +463.4% |
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 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