+67.9%
HDB vs EXR
+217.7%
-149.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +6.9% | -1.1% | +8.1% | +7.3% |
| 30D | +15.2% | +18.8% | -3.5% | +10.0% |
| 3M | +11.7% | +9.9% | +1.8% | +8.9% |
| 6M | +7.5% | +12.6% | -5.1% | +4.0% |
| YTD | -28.8% | +26.5% | -55.3% | -33.3% |
| 1Y | -29.1% | +24.5% | -53.6% | -33.4% |
| 3Y | -7.0% | +52.4% | -59.4% | -19.3% |
| 5Y | -22.1% | -1.5% | -20.5% | -24.7% |
| All | +67.9% | +217.7% | -149.8% | +19.2% |
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