+186.4%
PAAS vs EXR
+215.3%
-28.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.6% | +2.3% | +2.7% |
| 7D | +8.8% | +2.7% | +6.2% | +8.1% |
| 30D | -8.5% | +18.9% | -27.4% | -12.7% |
| 3M | -17.0% | +8.4% | -25.4% | -18.9% |
| 6M | -27.9% | +14.3% | -42.2% | -30.7% |
| YTD | -17.5% | +27.2% | -44.7% | -22.8% |
| 1Y | +22.8% | +25.9% | -3.1% | +15.1% |
| 3Y | +224.2% | +54.6% | +169.6% | +187.1% |
| 5Y | +73.6% | -0.6% | +74.2% | +67.8% |
| 10Y | +186.4% | +208.5% | -22.2% | +135.7% |
| All | +186.4% | +215.3% | -28.9% | +135.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling