+101.3%
PSA vs EXR
+144.7%
-43.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.2% | -0.5% |
| 7D | -2.2% | -3.1% | +0.8% | 0.0% |
| 30D | -9.6% | -7.5% | -2.0% | -4.2% |
| 3M | -7.9% | -7.5% | -0.4% | -2.4% |
| 6M | -2.0% | -5.2% | +3.2% | +2.1% |
| YTD | +15.7% | +6.5% | +9.2% | +10.8% |
| 1Y | +5.8% | -2.0% | +7.8% | +7.4% |
| 3Y | +21.6% | +21.5% | 0.0% | +4.2% |
| 5Y | +13.1% | -11.5% | +24.6% | +19.8% |
| 10Y | +101.3% | +148.0% | -46.7% | -4.4% |
| All | +101.3% | +144.7% | -43.5% | -4.4% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling