-66.6%
HUBS vs EXR
-11.6%
-55.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.6% | -3.5% | -3.2% |
| 7D | -12.4% | -3.2% | -9.2% | -10.8% |
| 30D | +1.4% | -6.9% | +8.3% | +5.4% |
| 3M | +16.0% | -7.8% | +23.8% | +21.5% |
| 6M | -17.0% | -4.9% | -12.1% | -15.3% |
| YTD | -44.3% | +7.2% | -51.4% | -47.4% |
| 1Y | -54.3% | -1.5% | -52.8% | -54.9% |
| 3Y | -58.4% | +22.3% | -80.7% | -66.8% |
| All | -66.6% | -11.6% | -55.0% | -67.6% |
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 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