+27.9%
HRB vs EXR
+23.6%
+4.3%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.1% | -6.4% | -6.4% |
| 7D | -9.1% | -0.7% | -8.4% | -8.9% |
| 30D | +0.3% | -6.9% | +7.2% | +1.7% |
| 3M | +23.4% | -3.0% | +26.4% | +24.4% |
| 6M | +45.1% | -2.9% | +48.1% | +46.1% |
| YTD | +8.9% | +9.3% | -0.4% | +6.4% |
| 1Y | -7.9% | -0.9% | -7.0% | -8.0% |
| 3Y | +27.9% | +24.7% | +3.2% | +24.7% |
| All | +27.9% | +23.6% | +4.3% | +24.7% |
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 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