+59.2%
HAL vs EXR
-1.8%
+60.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +3.1% |
| 7D | +6.1% | -0.4% | +6.5% | +6.2% |
| 30D | +2.9% | +18.2% | -15.3% | -1.4% |
| 3M | +3.3% | +7.3% | -4.0% | +1.4% |
| 6M | -16.9% | +13.8% | -30.7% | -20.0% |
| YTD | +21.2% | +25.9% | -4.7% | +12.8% |
| 1Y | +27.5% | +25.8% | +1.7% | +18.8% |
| 3Y | -6.4% | +53.7% | -60.2% | -19.6% |
| All | +59.2% | -1.8% | +60.9% | +44.3% |
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 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