+283.9%
PAAS vs EXR
+3,094.9%
-2,811.0%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.0% | +1.6% |
| 7D | +8.4% | +5.2% | +3.2% | +7.0% |
| 30D | -7.2% | +20.9% | -28.0% | -11.8% |
| 3M | -14.0% | +7.7% | -21.7% | -15.8% |
| 6M | -26.8% | +13.2% | -39.9% | -29.4% |
| YTD | -19.8% | +26.5% | -46.3% | -24.8% |
| 1Y | +22.8% | +27.2% | -4.4% | +14.9% |
| 3Y | +183.6% | +71.5% | +112.1% | +142.7% |
| 5Y | +73.8% | +0.4% | +73.5% | +68.5% |
| 10Y | +185.6% | +225.2% | -39.6% | +98.5% |
| All | +283.9% | +3,094.9% | -2,811.0% | +34.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling