+82.5%
NUE vs EXR
+1.1%
+81.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.1% |
| 7D | +4.2% | -2.6% | +6.8% | +5.2% |
| 30D | -5.0% | -7.2% | +2.2% | -2.4% |
| 3M | -0.2% | -3.5% | +3.3% | +0.9% |
| 6M | +49.1% | -5.3% | +54.4% | +50.5% |
| YTD | +61.0% | +9.4% | +51.6% | +54.5% |
| 1Y | +82.5% | +1.3% | +81.2% | +69.3% |
| All | +82.5% | +1.1% | +81.4% | +69.3% |
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 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