+18.7%
HPQ vs EXR
+1.1%
+17.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.5% | +2.5% |
| 7D | +6.9% | -2.6% | +9.5% | +7.6% |
| 30D | +14.4% | -7.2% | +21.6% | +16.6% |
| 3M | +25.6% | -3.5% | +29.1% | +27.2% |
| 6M | +75.0% | -5.3% | +80.3% | +78.1% |
| YTD | +50.7% | +9.4% | +41.3% | +43.9% |
| 1Y | +18.7% | +1.3% | +17.3% | +13.5% |
| All | +18.7% | +1.1% | +17.6% | +13.5% |
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