+1,589.4%
HUBB vs EXR
+3,081.1%
-1,491.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | +1.8% | -0.4% | +2.2% | +1.9% |
| 30D | -7.7% | +18.2% | -25.9% | -13.0% |
| 3M | -13.6% | +7.3% | -20.9% | -15.8% |
| 6M | -9.1% | +13.8% | -23.0% | -13.7% |
| YTD | -0.7% | +25.9% | -26.7% | -9.2% |
| 1Y | +1.1% | +25.8% | -24.7% | -7.6% |
| 3Y | +56.2% | +53.7% | +2.5% | +29.5% |
| 5Y | +126.6% | -1.8% | +128.4% | +115.8% |
| 10Y | +384.6% | +214.5% | +170.0% | +193.5% |
| All | +1,589.4% | +3,081.1% | -1,491.6% | +327.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling