+1,735.1%
PLTR vs EXR
+61.4%
+1,673.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.2% | -3.3% | -4.0% |
| 7D | -6.4% | -2.6% | -3.9% | -5.4% |
| 30D | +10.0% | -7.2% | +17.2% | +13.5% |
| 3M | +23.0% | -3.5% | +26.5% | +24.6% |
| 6M | +13.8% | -5.3% | +19.1% | +15.6% |
| YTD | -1.9% | +9.4% | -11.3% | -6.9% |
| 1Y | +11.6% | +1.3% | +10.3% | +8.9% |
| 3Y | +1,048.4% | +22.4% | +1,026.0% | +887.0% |
| 5Y | +554.4% | -12.2% | +566.6% | +556.9% |
| All | +1,735.1% | +61.4% | +1,673.6% | +1,884.0% |
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