+270.8%
PNC vs EXR
+149.6%
+121.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.3% | +0.7% |
| 7D | -0.9% | -3.2% | +2.3% | +0.2% |
| 30D | -4.4% | -6.9% | +2.5% | -2.1% |
| 3M | +5.3% | -7.8% | +13.1% | +8.1% |
| 6M | +19.6% | -4.9% | +24.5% | +21.3% |
| YTD | +19.1% | +7.2% | +12.0% | +15.9% |
| 1Y | +24.3% | -1.5% | +25.8% | +24.1% |
| 3Y | +132.2% | +22.3% | +109.9% | +111.9% |
| 5Y | +52.3% | -10.9% | +63.2% | +50.7% |
| All | +270.8% | +149.6% | +121.2% | +188.6% |
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