+65.0%
NUE vs EXR
+21.4%
+43.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.5% | +3.1% | +1.3% |
| 7D | -2.3% | -3.1% | +0.8% | -1.5% |
| 30D | -6.1% | -7.5% | +1.4% | -4.1% |
| 3M | +1.7% | -7.5% | +9.2% | +3.8% |
| 6M | +53.1% | -5.2% | +58.3% | +54.9% |
| YTD | +59.0% | +6.5% | +52.5% | +55.9% |
| 1Y | +85.3% | -2.0% | +87.4% | +85.0% |
| All | +65.0% | +21.4% | +43.6% | +56.0% |
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 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