+135.5%
PLTU vs EXR
-6.4%
+141.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -1.2% | -7.8% | -8.6% |
| 7D | -13.6% | -2.6% | -11.0% | -12.7% |
| 30D | +16.7% | -7.2% | +23.9% | +19.8% |
| 3M | +29.6% | -3.5% | +33.1% | +31.0% |
| 6M | -0.1% | -5.3% | +5.2% | +1.2% |
| YTD | -31.5% | +9.4% | -40.9% | -35.7% |
| 1Y | -19.7% | +1.3% | -21.0% | -22.5% |
| All | +135.5% | -6.4% | +141.9% | +117.3% |
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