-77.7%
PLTD vs EXR
+8.8%
-86.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.3% |
| 7D | -9.8% | -1.2% | -8.6% | -9.9% |
| 30D | +18.9% | +18.3% | +0.6% | +22.0% |
| 3M | -4.2% | +9.1% | -13.3% | -3.1% |
| 6M | -34.8% | +11.7% | -46.6% | -33.7% |
| YTD | -21.1% | +25.7% | -46.8% | -17.1% |
| 1Y | -19.3% | +24.9% | -44.2% | -15.3% |
| All | -77.7% | +8.8% | -86.6% | -75.9% |
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 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