+178.7%
XHB vs EXR
+2,089.5%
-1,910.8%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.6% |
| 7D | -1.3% | -2.6% | +1.3% | +0.2% |
| 30D | -6.9% | -7.2% | +0.3% | -2.9% |
| 3M | -1.3% | -3.5% | +2.2% | +0.5% |
| 6M | -6.8% | -5.3% | -1.5% | -4.1% |
| YTD | +0.7% | +9.4% | -8.6% | -4.5% |
| 1Y | -11.2% | +1.3% | -12.6% | -12.3% |
| 3Y | +25.3% | +22.4% | +2.9% | +8.7% |
| 5Y | +37.3% | -12.2% | +49.6% | +38.9% |
| 10Y | +211.5% | +148.6% | +62.9% | +60.2% |
| All | +178.7% | +2,089.5% | -1,910.8% | -65.8% |
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