+23.9%
HPQ vs EXR
+21.4%
+2.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.5% | +6.5% | +4.7% |
| 7D | +1.3% | -3.1% | +4.3% | +2.2% |
| 30D | +8.7% | -7.5% | +16.2% | +11.3% |
| 3M | +31.5% | -7.5% | +39.0% | +34.7% |
| 6M | +76.0% | -5.2% | +81.2% | +78.3% |
| YTD | +49.5% | +6.5% | +43.0% | +45.4% |
| 1Y | +17.3% | -2.0% | +19.3% | +17.0% |
| All | +23.9% | +21.4% | +2.5% | +17.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling