+23.8%
PLD vs EXR
+22.7%
+1.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | 0.0% |
| 7D | -2.4% | -2.6% | +0.2% | -0.9% |
| 30D | -2.4% | -7.2% | +4.8% | +2.0% |
| 3M | -3.8% | -3.5% | -0.3% | -1.9% |
| 6M | 0.0% | -5.3% | +5.3% | +3.0% |
| YTD | +9.2% | +9.4% | -0.1% | +3.0% |
| 1Y | +25.9% | +1.3% | +24.6% | +23.9% |
| All | +23.8% | +22.7% | +1.1% | +14.4% |
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