+78.5%
TGT vs EXR
-1.5%
+80.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.4% |
| 7D | -5.0% | -3.2% | -1.8% | -3.6% |
| 30D | +3.0% | -6.9% | +9.9% | +6.4% |
| 3M | +22.6% | -7.8% | +30.4% | +27.1% |
| 6M | +31.2% | -4.9% | +36.1% | +33.9% |
| YTD | +63.7% | +7.2% | +56.6% | +54.9% |
| 1Y | +78.5% | -1.5% | +80.0% | +73.1% |
| All | +78.5% | -1.5% | +80.0% | +73.1% |
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