+222.9%
HAL vs EXR
+3,094.9%
-2,872.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | 0.0% |
| 7D | -12.0% | +5.2% | -17.2% | -13.8% |
| 30D | +0.3% | +20.9% | -20.6% | -7.1% |
| 3M | -1.6% | +7.7% | -9.3% | -4.8% |
| 6M | -20.5% | +13.2% | -33.7% | -24.8% |
| YTD | +14.2% | +26.5% | -12.3% | +2.6% |
| 1Y | +18.9% | +27.2% | -8.3% | +6.4% |
| 3Y | -13.7% | +71.5% | -85.3% | -33.6% |
| 5Y | +42.2% | +0.4% | +41.8% | +32.4% |
| 10Y | -16.7% | +225.2% | -241.9% | -55.7% |
| All | +222.9% | +3,094.9% | -2,872.0% | -44.4% |
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