+617.6%
PLTR vs EXR
-1.8%
+619.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.2% |
| 7D | +4.7% | -0.4% | +5.2% | +5.0% |
| 30D | -16.4% | +18.2% | -34.6% | -23.1% |
| 3M | -6.2% | +7.3% | -13.5% | -9.5% |
| 6M | +29.2% | +13.8% | +15.3% | +20.3% |
| YTD | -5.5% | +25.9% | -31.4% | -17.3% |
| 1Y | -2.4% | +25.8% | -28.2% | -14.7% |
| 3Y | +752.3% | +53.7% | +698.6% | +517.6% |
| All | +617.6% | -1.8% | +619.4% | +564.7% |
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