-38.3%
TROW vs EXR
-13.9%
-24.4%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.5% | +1.0% | -0.4% |
| 7D | -1.5% | -3.1% | +1.6% | -0.1% |
| 30D | -5.3% | -7.5% | +2.2% | -1.9% |
| 3M | +2.9% | -7.5% | +10.5% | +6.4% |
| 6M | +22.2% | -5.2% | +27.4% | +24.6% |
| YTD | +8.1% | +6.5% | +1.6% | +4.0% |
| 1Y | +5.8% | -2.0% | +7.8% | +5.6% |
| 3Y | +14.0% | +21.5% | -7.5% | -1.9% |
| 5Y | -38.3% | -11.5% | -26.8% | -38.8% |
| All | -38.3% | -13.9% | -24.4% | -38.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling