+86.4%
TRGP vs EXR
-0.3%
+86.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.5% | +1.5% |
| 7D | -0.6% | -0.7% | +0.1% | -0.6% |
| 30D | +14.6% | -6.9% | +21.5% | +14.7% |
| 3M | +11.9% | -3.0% | +14.9% | +11.8% |
| 6M | +25.3% | -2.9% | +28.2% | +25.7% |
| YTD | +61.9% | +9.3% | +52.6% | +59.1% |
| All | +86.4% | -0.3% | +86.7% | +83.3% |
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