+187.6%
XHB vs EXR
+2,447.9%
-2,260.2%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.6% | +3.0% | +3.2% |
| 7D | +1.3% | +2.7% | -1.4% | -0.1% |
| 30D | +11.8% | +18.9% | -7.1% | +1.5% |
| 3M | -3.8% | +8.4% | -12.2% | -8.0% |
| 6M | +4.1% | +14.3% | -10.2% | -3.7% |
| YTD | +4.0% | +27.2% | -23.3% | -9.5% |
| 1Y | +1.6% | +25.9% | -24.4% | -11.1% |
| 3Y | +43.2% | +54.6% | -11.5% | +9.5% |
| 5Y | +35.8% | -0.6% | +36.4% | +28.6% |
| 10Y | +259.3% | +208.5% | +50.8% | +64.0% |
| All | +187.6% | +2,447.9% | -2,260.2% | -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 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