+63.2%
PAAS vs EXR
-1.3%
+64.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.8% | -5.1% | -5.6% |
| 7D | +4.2% | +1.7% | +2.4% | +3.6% |
| 30D | -13.8% | +18.0% | -31.8% | -18.8% |
| 3M | -22.7% | +9.7% | -32.4% | -25.4% |
| 6M | -32.1% | +13.4% | -45.5% | -35.5% |
| YTD | -22.3% | +26.3% | -48.6% | -28.9% |
| 1Y | +7.7% | +27.6% | -19.9% | -1.9% |
| 3Y | +214.0% | +52.2% | +161.9% | +164.0% |
| 5Y | +63.2% | -1.1% | +64.3% | +56.1% |
| All | +63.2% | -1.3% | +64.5% | +56.1% |
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 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