+117.2%
PLTU vs EXR
+8.3%
+109.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.1% | +4.2% |
| 7D | -0.9% | -1.1% | +0.2% | -0.6% |
| 30D | -34.7% | +18.8% | -53.5% | -38.3% |
| 3M | -10.8% | +9.9% | -20.7% | -13.3% |
| 6M | +24.1% | +12.6% | +11.4% | +19.1% |
| YTD | -36.8% | +26.5% | -63.3% | -43.5% |
| 1Y | -47.0% | +24.5% | -71.5% | -52.2% |
| All | +117.2% | +8.3% | +109.0% | +91.1% |
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