+720.8%
PLD vs EXR
+2,662.2%
-1,941.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | +0.3% |
| 7D | -2.4% | -2.6% | +0.2% | -0.1% |
| 30D | -2.4% | -7.2% | +4.8% | +4.1% |
| 3M | -3.8% | -3.5% | -0.3% | -1.0% |
| 6M | 0.0% | -5.3% | +5.3% | +4.3% |
| YTD | +9.2% | +9.4% | -0.1% | -0.3% |
| 1Y | +25.9% | +1.3% | +24.6% | +22.1% |
| 3Y | +21.3% | +22.4% | -1.1% | -5.3% |
| 5Y | +14.1% | -12.2% | +26.4% | +14.6% |
| 10Y | +237.9% | +148.6% | +89.3% | +14.9% |
| All | +720.8% | +2,662.2% | -1,941.4% | -70.9% |
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