+130.2%
HUBB vs EXR
-0.9%
+131.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | +1.2% | -1.1% | +2.3% | +1.5% |
| 30D | -6.4% | +18.8% | -25.2% | -10.9% |
| 3M | -14.4% | +9.9% | -24.3% | -16.7% |
| 6M | -9.0% | +12.6% | -21.6% | -12.4% |
| YTD | +0.7% | +26.5% | -25.8% | -6.7% |
| 1Y | -0.3% | +24.5% | -24.8% | -7.2% |
| 3Y | +59.2% | +52.4% | +6.8% | +33.1% |
| 5Y | +130.2% | -1.5% | +131.7% | +123.8% |
| All | +130.2% | -0.9% | +131.1% | +123.8% |
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 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