+171.4%
NTRA vs EXR
-11.2%
+182.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.5% |
| 7D | -0.5% | -3.2% | +2.7% | +0.7% |
| 30D | +4.3% | -6.9% | +11.2% | +7.0% |
| 3M | +50.6% | -7.8% | +58.4% | +54.6% |
| 6M | +63.9% | -4.9% | +68.8% | +66.2% |
| YTD | +42.4% | +7.2% | +35.2% | +37.0% |
| 1Y | +92.1% | -1.5% | +93.6% | +90.5% |
| 3Y | +501.7% | +22.3% | +479.5% | +423.9% |
| 5Y | +171.4% | -10.9% | +182.4% | +191.1% |
| All | +171.4% | -11.2% | +182.7% | +191.1% |
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