+175.0%
XHB vs EXR
+2,416.7%
-2,241.7%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.4% |
| 7D | -2.4% | -1.2% | -1.2% | -1.7% |
| 30D | +7.1% | +18.3% | -11.2% | -2.5% |
| 3M | -6.0% | +9.1% | -15.0% | -10.4% |
| 6M | +2.1% | +11.7% | -9.7% | -4.3% |
| YTD | -0.6% | +25.7% | -26.3% | -12.9% |
| 1Y | -3.3% | +24.9% | -28.2% | -14.9% |
| 3Y | +34.1% | +51.4% | -17.3% | +3.8% |
| 5Y | +28.6% | -1.9% | +30.5% | +22.7% |
| 10Y | +235.0% | +214.0% | +21.1% | +51.4% |
| All | +175.0% | +2,416.7% | -2,241.7% | -68.8% |
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