+17.3%
HAL vs EXR
+26.0%
-8.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | -0.1% |
| 7D | -6.5% | +1.7% | -8.2% | -6.3% |
| 30D | -2.1% | +18.0% | -20.2% | -1.3% |
| 3M | -4.9% | +9.7% | -14.5% | -4.4% |
| 6M | -19.3% | +13.4% | -32.7% | -19.0% |
| YTD | +14.3% | +26.3% | -12.0% | +10.2% |
| 1Y | +17.3% | +27.6% | -10.2% | +13.0% |
| All | +17.3% | +26.0% | -8.7% | +13.0% |
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