+47.4%
HBAN vs EXR
+3,081.1%
-3,033.6%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.4% |
| 7D | +2.3% | -0.4% | +2.7% | +2.6% |
| 30D | +4.8% | +18.2% | -13.4% | -6.3% |
| 3M | -10.1% | +7.3% | -17.4% | -14.4% |
| 6M | +5.0% | +13.8% | -8.8% | -4.1% |
| YTD | -6.1% | +25.9% | -32.1% | -20.3% |
| 1Y | +4.6% | +25.8% | -21.2% | -11.1% |
| 3Y | +74.9% | +53.7% | +21.2% | +23.7% |
| 5Y | +21.4% | -1.8% | +23.2% | +8.3% |
| 10Y | +105.3% | +214.5% | -109.3% | -33.2% |
| All | +47.4% | +3,081.1% | -3,033.6% | -92.5% |
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