+124.5%
PLTU vs EXR
-6.5%
+131.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.1% | -4.6% | -4.7% |
| 7D | -11.6% | -0.7% | -10.9% | -11.3% |
| 30D | -4.6% | -6.9% | +2.3% | -2.2% |
| 3M | +33.7% | -3.0% | +36.7% | +34.9% |
| 6M | -9.4% | -2.9% | -6.4% | -9.2% |
| YTD | -34.7% | +9.3% | -44.0% | -38.7% |
| 1Y | -23.2% | -0.9% | -22.3% | -24.3% |
| All | +124.5% | -6.5% | +131.0% | +107.2% |
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 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