+60.2%
HAS vs EXR
+26.1%
+34.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | -0.2% | +5.2% | -5.4% | -2.0% |
| 30D | +31.0% | +20.9% | +10.2% | +22.3% |
| 3M | +30.7% | +7.7% | +23.0% | +26.6% |
| 6M | +23.9% | +13.2% | +10.7% | +18.0% |
| YTD | +48.3% | +26.5% | +21.8% | +35.2% |
| 1Y | +60.2% | +27.2% | +33.0% | +44.8% |
| All | +60.2% | +26.1% | +34.1% | +44.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling