-27.7%
TRMB vs EXR
+0.3%
-28.0%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | -0.3% | -0.7% | +0.4% | 0.0% |
| 30D | -1.2% | -6.9% | +5.7% | +1.0% |
| 3M | +9.6% | -3.0% | +12.6% | +11.0% |
| 6M | -16.1% | -2.9% | -13.2% | -15.8% |
| YTD | -25.0% | +9.3% | -34.3% | -27.3% |
| 1Y | -27.7% | -0.9% | -26.8% | -28.4% |
| All | -27.7% | +0.3% | -28.0% | -28.4% |
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