+540.2%
HPE vs EXR
+144.7%
+395.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.5% | +7.7% | +5.9% |
| 7D | +13.6% | -3.1% | +16.7% | +14.7% |
| 30D | +7.7% | -7.5% | +15.2% | +10.2% |
| 3M | +22.4% | -7.5% | +29.9% | +24.5% |
| 6M | +172.6% | -5.2% | +177.8% | +174.4% |
| YTD | +147.5% | +6.5% | +141.0% | +139.6% |
| 1Y | +151.8% | -2.0% | +153.8% | +149.5% |
| 3Y | +267.1% | +21.5% | +245.5% | +229.6% |
| 5Y | +362.8% | -11.5% | +374.3% | +353.1% |
| 10Y | +540.2% | +148.0% | +392.2% | +335.9% |
| All | +540.2% | +144.7% | +395.4% | +335.9% |
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