+848.9%
TRGP vs EXR
+144.7%
+704.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.5% | -0.4% |
| 7D | -0.7% | -3.1% | +2.4% | +0.1% |
| 30D | +9.5% | -7.5% | +17.0% | +11.6% |
| 3M | +10.8% | -7.5% | +18.3% | +12.8% |
| 6M | +25.3% | -5.2% | +30.5% | +26.4% |
| YTD | +60.3% | +6.5% | +53.8% | +56.4% |
| 1Y | +84.6% | -2.0% | +86.6% | +83.9% |
| 3Y | +264.4% | +21.5% | +242.8% | +235.0% |
| 5Y | +636.6% | -11.5% | +648.1% | +633.9% |
| 10Y | +848.9% | +148.0% | +700.9% | +745.0% |
| All | +848.9% | +144.7% | +704.2% | +745.0% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling