+5,177.4%
HALO vs EXR
+3,081.1%
+2,096.3%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -3.2% | -0.4% | -2.8% | -3.1% |
| 30D | -14.2% | +18.2% | -32.4% | -20.4% |
| 3M | -0.4% | +7.3% | -7.7% | -3.7% |
| 6M | +43.2% | +13.8% | +29.4% | +34.4% |
| YTD | +49.0% | +25.9% | +23.1% | +33.2% |
| 1Y | +40.8% | +25.8% | +15.0% | +25.9% |
| 3Y | +167.4% | +53.7% | +113.7% | +111.4% |
| 5Y | +157.4% | -1.8% | +159.1% | +140.3% |
| 10Y | +697.1% | +214.5% | +482.5% | +280.9% |
| All | +5,177.4% | +3,081.1% | +2,096.3% | +619.5% |
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 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