+186.4%
HALO vs EXR
+21.4%
+165.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.7% | -0.2% |
| 7D | -2.1% | -3.1% | +1.0% | -1.2% |
| 30D | +4.6% | -7.5% | +12.2% | +6.9% |
| 3M | +50.2% | -7.5% | +57.7% | +53.2% |
| 6M | +57.6% | -5.2% | +62.8% | +59.4% |
| YTD | +59.6% | +6.5% | +53.1% | +56.5% |
| 1Y | +41.2% | -2.0% | +43.2% | +41.3% |
| All | +186.4% | +21.4% | +165.0% | +157.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling