+1,206.9%
HAS vs EXR
+3,113.6%
-1,906.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.5% |
| 7D | 0.0% | +6.8% | -6.8% | -2.2% |
| 30D | +31.3% | +19.6% | +11.7% | +23.9% |
| 3M | +32.1% | +8.0% | +24.1% | +28.8% |
| 6M | +28.1% | +17.2% | +11.0% | +21.3% |
| YTD | +49.1% | +27.2% | +21.9% | +37.2% |
| 1Y | +60.5% | +26.1% | +34.5% | +48.0% |
| 3Y | +183.9% | +70.7% | +113.2% | +134.5% |
| 5Y | +51.2% | +1.0% | +50.3% | +45.0% |
| 10Y | +105.3% | +227.1% | -121.8% | +31.6% |
| All | +1,206.9% | +3,113.6% | -1,906.7% | +269.4% |
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