+5,699.5%
HALO vs EXR
+2,662.2%
+3,037.2%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | 0.0% |
| 7D | +4.6% | -2.6% | +7.2% | +5.8% |
| 30D | +31.8% | -7.2% | +39.0% | +36.2% |
| 3M | +53.9% | -3.5% | +57.4% | +56.0% |
| 6M | +57.4% | -5.3% | +62.7% | +60.6% |
| YTD | +63.7% | +9.4% | +54.4% | +56.3% |
| 1Y | +50.1% | +1.3% | +48.8% | +47.7% |
| 3Y | +157.3% | +22.4% | +134.9% | +124.4% |
| 5Y | +161.0% | -12.2% | +173.2% | +155.7% |
| 10Y | +1,018.7% | +148.6% | +870.1% | +496.6% |
| All | +5,699.5% | +2,662.2% | +3,037.2% | +743.9% |
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