+70.8%
PAAS vs EXR
-0.3%
+71.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.0% | +1.7% |
| 7D | +8.4% | +5.2% | +3.2% | +6.5% |
| 30D | -7.2% | +20.9% | -28.0% | -13.4% |
| 3M | -14.0% | +7.7% | -21.7% | -16.5% |
| 6M | -26.8% | +13.2% | -39.9% | -30.4% |
| YTD | -19.8% | +26.5% | -46.3% | -26.6% |
| 1Y | +22.8% | +27.2% | -4.4% | +12.0% |
| 3Y | +183.6% | +71.5% | +112.1% | +128.4% |
| All | +70.8% | -0.3% | +71.1% | +64.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling