+1.7%
HUT vs EXR
+28.1%
-26.3%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +3.1% | -26.3% | -22.8% |
| 7D | -29.5% | +11.3% | -40.8% | -29.4% |
| 30D | -45.2% | +21.2% | -66.3% | -45.8% |
| 3M | -51.6% | +8.7% | -60.3% | -51.2% |
| 6M | -37.3% | +18.2% | -55.5% | -41.6% |
| YTD | +6.5% | +27.9% | -21.4% | +2.1% |
| 1Y | +1.7% | +28.3% | -26.6% | -3.5% |
| All | +1.7% | +28.1% | -26.3% | -3.5% |
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