+132.1%
PNC vs EXR
+23.6%
+108.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | +2.3% | -0.7% | +3.0% | +2.5% |
| 30D | -3.8% | -6.9% | +3.1% | -1.3% |
| 3M | +7.8% | -3.0% | +10.8% | +8.8% |
| 6M | +19.7% | -2.9% | +22.6% | +20.6% |
| YTD | +19.1% | +9.3% | +9.8% | +14.6% |
| 1Y | +23.1% | -0.9% | +24.1% | +22.6% |
| 3Y | +132.1% | +24.7% | +107.4% | +108.6% |
| All | +132.1% | +23.6% | +108.5% | +108.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling