+6.2%
PLD vs EXR
+24.1%
-17.9%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.8% |
| 7D | 0.0% | -1.2% | +1.2% | +0.6% |
| 30D | -3.7% | +18.3% | -22.0% | -11.7% |
| 3M | -7.9% | +9.1% | -17.0% | -11.8% |
| 6M | -9.2% | +11.7% | -21.0% | -14.4% |
| YTD | +3.1% | +25.7% | -22.6% | -6.6% |
| 1Y | +6.2% | +24.9% | -18.7% | -3.5% |
| All | +6.2% | +24.1% | -17.9% | -3.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling