+197.6%
HRB vs EXR
+149.6%
+47.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.8% |
| 7D | -12.2% | -3.2% | -9.0% | -11.3% |
| 30D | -3.0% | -6.9% | +3.9% | -0.8% |
| 3M | +21.7% | -7.8% | +29.5% | +24.9% |
| 6M | +52.3% | -4.9% | +57.2% | +54.3% |
| YTD | +6.5% | +7.2% | -0.7% | +3.5% |
| 1Y | -6.7% | -1.5% | -5.2% | -7.0% |
| 3Y | +25.1% | +22.3% | +2.8% | +13.5% |
| 5Y | +113.8% | -10.9% | +124.7% | +111.9% |
| All | +197.6% | +149.6% | +47.9% | +117.2% |
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