+80.4%
TPG vs EXR
-20.8%
+101.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.1% | -3.2% | -3.3% |
| 7D | -2.9% | -0.7% | -2.2% | -2.6% |
| 30D | +5.0% | -6.9% | +12.0% | +8.4% |
| 3M | +24.9% | -3.0% | +27.9% | +26.4% |
| 6M | +21.1% | -2.9% | +24.0% | +22.2% |
| YTD | -17.3% | +9.3% | -26.5% | -21.0% |
| 1Y | -9.8% | -0.9% | -8.9% | -10.2% |
| 3Y | +95.4% | +24.7% | +70.7% | +66.0% |
| All | +80.4% | -20.8% | +101.3% | +87.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling