+17.1%
PNR vs EXR
+53.5%
-36.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +0.3% | -0.4% | +0.7% | +0.5% |
| 30D | +31.7% | +18.2% | +13.5% | +21.8% |
| 3M | +2.6% | +7.3% | -4.7% | -0.8% |
| 6M | -6.4% | +13.8% | -20.2% | -11.9% |
| YTD | -33.4% | +25.9% | -59.4% | -40.4% |
| 1Y | -35.1% | +25.8% | -60.9% | -41.8% |
| 3Y | +17.1% | +53.7% | -36.6% | -7.1% |
| All | +17.1% | +53.5% | -36.4% | -7.1% |
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 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