+2,174.7%
TRGP vs EXR
+1,332.0%
+842.7%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.8% |
| 7D | +0.8% | -2.6% | +3.3% | +1.5% |
| 30D | +11.5% | -7.2% | +18.7% | +13.9% |
| 3M | +9.0% | -3.5% | +12.5% | +9.9% |
| 6M | +20.5% | -5.3% | +25.8% | +21.7% |
| YTD | +59.5% | +9.4% | +50.2% | +54.0% |
| 1Y | +77.9% | +1.3% | +76.6% | +75.4% |
| 3Y | +253.6% | +22.4% | +231.2% | +220.5% |
| 5Y | +615.5% | -12.2% | +627.7% | +611.7% |
| 10Y | +897.1% | +148.6% | +748.5% | +595.8% |
| All | +2,174.7% | +1,332.0% | +842.7% | +513.1% |
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 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