+275.9%
HAL vs EXR
+2,662.2%
-2,386.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.1% |
| 7D | +2.9% | -2.6% | +5.5% | +4.0% |
| 30D | +17.0% | -7.2% | +24.2% | +20.4% |
| 3M | -9.7% | -3.5% | -6.2% | -8.7% |
| 6M | +8.6% | -5.3% | +13.9% | +9.9% |
| YTD | +33.0% | +9.4% | +23.6% | +26.8% |
| 1Y | +68.3% | +1.3% | +67.0% | +64.9% |
| 3Y | +0.1% | +22.4% | -22.3% | -11.7% |
| 5Y | +102.6% | -12.2% | +114.9% | +98.8% |
| 10Y | +3.8% | +148.6% | -144.7% | -38.3% |
| All | +275.9% | +2,662.2% | -2,386.3% | -31.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling