-74.9%
HTZ vs EXR
+71.9%
-146.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +3.1% | +6.1% | +6.9% |
| 7D | +18.9% | +11.3% | +7.7% | +10.3% |
| 30D | +26.3% | +21.2% | +5.1% | +9.9% |
| 3M | +49.7% | +8.7% | +40.9% | +40.6% |
| 6M | -61.1% | +18.2% | -79.3% | -65.8% |
| YTD | -56.0% | +27.9% | -84.0% | -63.5% |
| 1Y | -66.4% | +28.3% | -94.7% | -72.2% |
| All | -74.9% | +71.9% | -146.8% | -81.8% |
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