+743.0%
PNC vs EXR
+3,075.0%
-2,332.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.1% |
| 7D | +1.9% | -1.2% | +3.1% | +2.6% |
| 30D | +6.2% | +18.3% | -12.1% | -3.2% |
| 3M | -8.7% | +9.1% | -17.8% | -13.2% |
| 6M | +9.2% | +11.7% | -2.5% | +2.2% |
| YTD | +14.3% | +25.7% | -11.4% | -0.3% |
| 1Y | +27.7% | +24.9% | +2.8% | +11.6% |
| 3Y | +113.5% | +51.4% | +62.0% | +61.6% |
| 5Y | +36.7% | -1.9% | +38.7% | +25.9% |
| 10Y | +203.4% | +214.0% | -10.5% | +26.0% |
| All | +743.0% | +3,075.0% | -2,332.1% | -31.3% |
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