+20.0%
HPQ vs EXR
-2.1%
+22.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.5% | +7.5% | +5.5% |
| 7D | +2.2% | -3.1% | +5.3% | +2.9% |
| 30D | +9.7% | -7.5% | +17.3% | +11.8% |
| 3M | +32.7% | -7.5% | +40.2% | +35.4% |
| 6M | +77.7% | -5.2% | +82.9% | +80.0% |
| YTD | +51.0% | +6.5% | +44.5% | +45.1% |
| All | +20.0% | -2.1% | +22.1% | +14.8% |
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