-93.1%
HTZ vs EXR
-0.9%
-92.2%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +3.1% | +6.1% | +7.3% |
| 7D | +18.9% | +11.3% | +7.7% | +11.5% |
| 30D | +26.3% | +21.2% | +5.1% | +12.1% |
| 3M | +49.7% | +8.7% | +40.9% | +41.8% |
| 6M | -61.1% | +18.2% | -79.3% | -65.1% |
| YTD | -56.0% | +27.9% | -84.0% | -62.4% |
| 1Y | -66.4% | +28.3% | -94.7% | -71.3% |
| 3Y | -75.8% | +71.7% | -147.4% | -82.1% |
| 5Y | -93.1% | -0.6% | -92.4% | -93.7% |
| All | -93.1% | -0.9% | -92.2% | -93.7% |
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 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