+173.9%
GH vs EXR
-2.8%
+176.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.5% | +3.7% | +1.1% |
| 7D | -0.2% | -3.1% | +2.9% | -0.1% |
| 30D | -2.6% | -7.5% | +4.9% | -2.5% |
| 3M | +25.1% | -7.5% | +32.6% | +25.2% |
| 6M | +78.5% | -5.2% | +83.7% | +74.5% |
| YTD | +59.4% | +6.5% | +52.9% | +69.8% |
| 1Y | +173.9% | -2.0% | +175.9% | +166.3% |
| All | +173.9% | -2.8% | +176.7% | +166.3% |
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 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