+105.3%
HAL vs EXR
-11.8%
+117.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.3% |
| 7D | +2.9% | -2.6% | +5.5% | +3.6% |
| 30D | +17.0% | -7.2% | +24.2% | +19.2% |
| 3M | -9.7% | -3.5% | -6.2% | -9.1% |
| 6M | +8.6% | -5.3% | +13.9% | +9.6% |
| YTD | +33.0% | +9.4% | +23.6% | +28.6% |
| 1Y | +68.3% | +1.3% | +67.0% | +65.9% |
| 3Y | +0.1% | +22.4% | -22.3% | -8.1% |
| All | +105.3% | -11.8% | +117.1% | +106.8% |
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