-18.4%
PLTD vs EXR
+26.1%
-44.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -3.1% |
| 7D | +13.7% | +5.2% | +8.5% | +13.2% |
| 30D | +18.4% | +20.9% | -2.4% | +17.2% |
| 3M | -7.5% | +7.7% | -15.2% | -8.0% |
| 6M | -31.3% | +13.2% | -44.5% | -32.0% |
| YTD | -15.4% | +26.5% | -41.9% | -17.5% |
| 1Y | -18.4% | +27.2% | -45.6% | -19.5% |
| All | -18.4% | +26.1% | -44.5% | -19.5% |
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