-77.5%
PLTD vs EXR
-5.3%
-72.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.2% | +5.9% | +4.4% |
| 7D | +5.9% | -2.6% | +8.5% | +5.5% |
| 30D | -11.6% | -7.2% | -4.4% | -12.7% |
| 3M | -29.9% | -3.5% | -26.4% | -30.3% |
| 6M | -28.5% | -5.3% | -23.2% | -29.1% |
| YTD | -20.4% | +9.4% | -29.7% | -18.1% |
| 1Y | -33.3% | +1.3% | -34.6% | -32.8% |
| All | -77.5% | -5.3% | -72.2% | -76.1% |
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