-54.6%
HUBS vs EXR
-0.7%
-54.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.8% |
| 7D | -9.0% | -1.2% | -7.8% | -9.0% |
| 30D | +7.2% | -6.2% | +13.5% | +7.2% |
| 3M | +20.9% | -7.4% | +28.3% | +20.2% |
| 6M | -13.0% | -0.5% | -12.5% | -12.1% |
| YTD | -43.8% | +8.1% | -51.9% | -44.1% |
| 1Y | -54.6% | -2.9% | -51.8% | -57.1% |
| All | -54.6% | -0.7% | -54.0% | -57.1% |
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