+15.0%
HON vs EXR
-0.9%
+15.9%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.4% | -0.3% |
| 7D | -0.4% | -1.1% | +0.8% | 0.0% |
| 30D | +8.6% | +18.8% | -10.2% | +3.4% |
| 3M | -0.8% | +9.9% | -10.7% | -3.5% |
| 6M | -0.1% | +12.6% | -12.7% | -3.7% |
| YTD | +12.8% | +26.5% | -13.7% | +5.4% |
| 1Y | +10.4% | +24.5% | -14.1% | +3.6% |
| 3Y | +30.5% | +52.4% | -21.9% | +13.7% |
| 5Y | +15.0% | -1.5% | +16.5% | +8.2% |
| All | +15.0% | -0.9% | +15.9% | +8.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling