+36.3%
TRMB vs EXR
+53.5%
-17.2%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | +2.8% | -0.4% | +3.3% | +3.0% |
| 30D | -5.9% | +18.2% | -24.1% | -11.1% |
| 3M | -3.3% | +7.3% | -10.6% | -5.8% |
| 6M | +1.3% | +13.8% | -12.5% | -3.1% |
| YTD | -29.0% | +25.9% | -54.9% | -34.5% |
| 1Y | -27.8% | +25.8% | -53.6% | -33.4% |
| 3Y | +36.3% | +53.7% | -17.4% | +12.4% |
| All | +36.3% | +53.5% | -17.2% | +12.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling