+48.4%
NU vs EXR
-19.2%
+67.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | +6.0% | -0.7% | +6.7% | +6.3% |
| 30D | +10.8% | -6.9% | +17.7% | +14.2% |
| 3M | +32.2% | -3.0% | +35.1% | +33.3% |
| 6M | +5.1% | -2.9% | +8.1% | +6.0% |
| YTD | -8.4% | +9.3% | -17.7% | -12.8% |
| 1Y | +0.7% | -0.9% | +1.7% | -0.1% |
| 3Y | +125.1% | +24.7% | +100.4% | +90.4% |
| All | +48.4% | -19.2% | +67.6% | +61.0% |
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