-29.5%
HDB vs EXR
+24.1%
-53.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.9% |
| 7D | +4.1% | -1.2% | +5.3% | +4.6% |
| 30D | +13.0% | +18.3% | -5.3% | +6.5% |
| 3M | +11.3% | +9.1% | +2.2% | +7.4% |
| 6M | +6.9% | +11.7% | -4.8% | +2.0% |
| YTD | -29.6% | +25.7% | -55.3% | -34.5% |
| 1Y | -29.5% | +24.9% | -54.4% | -34.2% |
| All | -29.5% | +24.1% | -53.6% | -34.2% |
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 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