+107.7%
NU vs EXR
+24.5%
+83.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | +6.0% | -0.7% | +6.7% | +6.2% |
| 30D | +10.8% | -6.9% | +17.7% | +12.8% |
| 3M | +32.2% | -3.0% | +35.1% | +32.8% |
| 6M | +5.1% | -2.9% | +8.1% | +5.5% |
| YTD | -8.4% | +9.3% | -17.7% | -11.0% |
| 1Y | +0.7% | -0.9% | +1.7% | +0.1% |
| All | +107.7% | +24.5% | +83.2% | +104.3% |
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 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