+1,001.0%
HON vs EXR
+3,081.1%
-2,080.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | +1.4% | -0.4% | +1.8% | +1.6% |
| 30D | +7.5% | +18.2% | -10.7% | +1.2% |
| 3M | -4.3% | +7.3% | -11.7% | -6.9% |
| 6M | -1.5% | +13.8% | -15.4% | -6.4% |
| YTD | +10.5% | +25.9% | -15.4% | +1.4% |
| 1Y | +8.5% | +25.8% | -17.3% | -0.5% |
| 3Y | +28.0% | +53.7% | -25.7% | +6.5% |
| 5Y | +12.0% | -1.8% | +13.8% | +6.6% |
| 10Y | +155.4% | +214.5% | -59.2% | +50.4% |
| All | +1,001.0% | +3,081.1% | -2,080.1% | +150.1% |
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