+122.7%
PLTU vs EXR
-8.8%
+131.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.7% | +0.1% |
| 7D | -0.8% | -3.1% | +2.3% | +0.4% |
| 30D | -8.8% | -7.5% | -1.3% | -6.1% |
| 3M | +41.7% | -7.5% | +49.2% | +45.5% |
| 6M | -9.3% | -5.2% | -4.1% | -8.3% |
| YTD | -35.2% | +6.5% | -41.7% | -38.6% |
| 1Y | -29.5% | -2.0% | -27.5% | -30.6% |
| All | +122.7% | -8.8% | +131.5% | +107.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling