+6.1%
HSY vs EXR
+26.0%
-19.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.0% | +0.5% |
| 7D | +3.8% | +1.7% | +2.1% | +3.2% |
| 30D | +6.9% | +18.0% | -11.2% | +1.1% |
| 3M | -4.1% | +9.7% | -13.7% | -7.1% |
| 6M | -5.0% | +13.4% | -18.4% | -8.5% |
| YTD | -2.3% | +26.3% | -28.6% | -8.5% |
| 1Y | +6.1% | +27.6% | -21.5% | -0.9% |
| All | +6.1% | +26.0% | -19.9% | -0.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling