+1.3%
PLD vs EXR
-1.3%
+2.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.4% | +0.1% |
| 7D | +0.8% | +1.7% | -1.0% | -0.3% |
| 30D | +0.5% | +18.0% | -17.6% | -9.6% |
| 3M | -5.5% | +9.7% | -15.2% | -11.0% |
| 6M | -8.3% | +13.4% | -21.8% | -15.6% |
| YTD | +4.3% | +26.3% | -22.0% | -10.7% |
| 1Y | +7.4% | +27.6% | -20.1% | -8.7% |
| 3Y | +37.1% | +52.2% | -15.1% | +1.7% |
| 5Y | +1.3% | -1.1% | +2.4% | -1.5% |
| All | +1.3% | -1.3% | +2.6% | -1.5% |
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 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