+208.5%
HD vs EXR
+148.5%
+60.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.2% | +1.4% |
| 7D | -2.1% | -2.6% | +0.5% | -1.0% |
| 30D | -8.4% | -7.2% | -1.2% | -5.7% |
| 3M | +4.3% | -3.5% | +7.8% | +5.8% |
| 6M | -11.1% | -5.3% | -5.8% | -9.2% |
| YTD | -4.7% | +9.4% | -14.0% | -8.0% |
| 1Y | -19.8% | +1.3% | -21.1% | -20.5% |
| 3Y | +4.1% | +22.4% | -18.3% | -5.2% |
| 5Y | +10.3% | -12.2% | +22.5% | +11.6% |
| All | +208.5% | +148.5% | +60.1% | +126.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling