+144.7%
HRB vs EXR
-2.2%
+146.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | -7.8% | -1.2% | -6.6% | -7.5% |
| 30D | +15.7% | +18.3% | -2.5% | +10.5% |
| 3M | -5.5% | +9.1% | -14.6% | -7.8% |
| 6M | +41.1% | +11.7% | +29.4% | +36.9% |
| YTD | +20.4% | +25.7% | -5.3% | +12.2% |
| 1Y | +15.2% | +24.9% | -9.7% | +7.6% |
| 3Y | +24.3% | +51.4% | -27.1% | +6.7% |
| 5Y | +144.7% | -1.9% | +146.6% | +137.0% |
| All | +144.7% | -2.2% | +146.9% | +137.0% |
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