+145.8%
TRV vs EXR
+54.2%
+91.6%
-12.5%
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 | -2.4% | -1.1% | -1.3% | -2.2% |
| 30D | +7.5% | +18.8% | -11.3% | +3.7% |
| 3M | +6.7% | +9.9% | -3.2% | +4.5% |
| 6M | +35.5% | +12.6% | +22.8% | +32.0% |
| YTD | +39.3% | +26.5% | +12.8% | +32.6% |
| 1Y | +41.8% | +24.5% | +17.3% | +35.4% |
| All | +145.8% | +54.2% | +91.6% | +147.8% |
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 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