+88.6%
TGT vs EXR
+28.1%
+60.5%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +3.1% | +2.6% | +4.1% |
| 7D | +9.5% | +11.3% | -1.8% | +4.2% |
| 30D | +6.6% | +21.2% | -14.6% | -2.5% |
| 3M | +11.0% | +8.7% | +2.2% | +6.5% |
| 6M | +29.9% | +18.2% | +11.6% | +20.2% |
| YTD | +71.4% | +27.9% | +43.5% | +47.4% |
| 1Y | +88.6% | +28.3% | +60.3% | +62.1% |
| All | +88.6% | +28.1% | +60.5% | +62.1% |
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