-4.4%
TAP vs EXR
+26.1%
-30.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -4.2% |
| 7D | +0.5% | +5.2% | -4.7% | -2.3% |
| 30D | +9.1% | +20.9% | -11.7% | -1.6% |
| 3M | -3.8% | +7.7% | -11.5% | -7.7% |
| 6M | -3.4% | +13.2% | -16.6% | -9.4% |
| YTD | -10.6% | +26.5% | -37.1% | -20.9% |
| 1Y | -4.4% | +27.2% | -31.6% | -16.1% |
| All | -4.4% | +26.1% | -30.5% | -16.1% |
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 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