-47.1%
PLTU vs EXR
+28.1%
-75.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.1% | -7.6% | -3.9% |
| 7D | -24.5% | +11.3% | -35.8% | -23.3% |
| 30D | -20.2% | +21.2% | -41.4% | -18.7% |
| 3M | +3.1% | +8.7% | -5.7% | +4.3% |
| 6M | +8.7% | +18.2% | -9.5% | +11.0% |
| YTD | -36.2% | +27.9% | -64.2% | -34.7% |
| 1Y | -47.1% | +28.3% | -75.5% | -47.2% |
| All | -47.1% | +28.1% | -75.2% | -47.2% |
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