+37.3%
XHB vs EXR
-10.8%
+48.2%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.4% | -2.4% |
| 7D | +0.2% | -0.7% | +0.9% | +0.5% |
| 30D | -9.1% | -6.9% | -2.1% | -5.7% |
| 3M | -2.3% | -3.0% | +0.7% | -1.0% |
| 6M | -4.1% | -2.9% | -1.2% | -2.9% |
| YTD | -1.7% | +9.3% | -11.0% | -6.2% |
| 1Y | -15.1% | -0.9% | -14.2% | -15.1% |
| 3Y | +26.8% | +24.7% | +2.1% | +12.6% |
| 5Y | +37.3% | -11.7% | +49.0% | +39.6% |
| All | +37.3% | -10.8% | +48.2% | +39.6% |
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