+183.6%
PAAS vs EXR
+69.9%
+113.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.0% | +1.7% |
| 7D | +8.4% | +5.2% | +3.2% | +6.6% |
| 30D | -7.2% | +20.9% | -28.0% | -13.1% |
| 3M | -14.0% | +7.7% | -21.7% | -16.3% |
| 6M | -26.8% | +13.2% | -39.9% | -30.3% |
| YTD | -19.8% | +26.5% | -46.3% | -26.4% |
| 1Y | +22.8% | +27.2% | -4.4% | +12.4% |
| 3Y | +183.6% | +71.5% | +112.1% | +160.9% |
| All | +183.6% | +69.9% | +113.7% | +160.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling