+32.2%
HPQ vs EXR
-10.8%
+43.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.1% | -4.4% | -4.5% |
| 7D | -0.5% | -0.7% | +0.2% | -0.3% |
| 30D | +3.7% | -6.9% | +10.7% | +6.4% |
| 3M | +24.3% | -3.0% | +27.3% | +25.7% |
| 6M | +64.8% | -2.9% | +67.7% | +65.8% |
| YTD | +43.9% | +9.3% | +34.6% | +38.4% |
| 1Y | +11.7% | -0.9% | +12.6% | +11.1% |
| 3Y | +19.7% | +24.7% | -5.0% | +7.5% |
| 5Y | +32.2% | -11.7% | +43.9% | +34.7% |
| All | +32.2% | -10.8% | +43.0% | +34.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling