+139.8%
TRV vs EXR
+23.6%
+116.2%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | +0.5% | -0.7% | +1.2% | +0.6% |
| 30D | -4.9% | -6.9% | +2.1% | -3.6% |
| 3M | +23.7% | -3.0% | +26.7% | +24.4% |
| 6M | +20.3% | -2.9% | +23.3% | +20.8% |
| YTD | +27.1% | +9.3% | +17.8% | +25.2% |
| 1Y | +35.3% | -0.9% | +36.3% | +35.2% |
| 3Y | +139.8% | +24.7% | +115.1% | +149.3% |
| All | +139.8% | +23.6% | +116.2% | +149.3% |
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