+213.9%
PAAS vs EXR
+54.2%
+159.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.5% | -1.4% |
| 7D | -5.2% | -1.1% | -4.0% | -4.7% |
| 30D | -13.9% | +18.8% | -32.7% | -20.0% |
| 3M | -23.8% | +9.9% | -33.7% | -26.9% |
| 6M | -36.4% | +12.6% | -49.0% | -39.9% |
| YTD | -23.4% | +26.5% | -49.8% | -31.0% |
| 1Y | +5.6% | +24.5% | -18.9% | -4.4% |
| All | +213.9% | +54.2% | +159.7% | +130.1% |
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