+106.0%
PSA vs EXR
+151.1%
-45.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | -0.1% | -0.1% |
| 7D | -0.4% | -0.7% | +0.3% | +0.1% |
| 30D | -8.2% | -6.9% | -1.2% | -3.2% |
| 3M | -2.1% | -3.0% | +0.8% | +0.2% |
| 6M | -0.2% | -2.9% | +2.7% | +2.2% |
| YTD | +18.5% | +9.3% | +9.2% | +11.3% |
| 1Y | +6.6% | -0.9% | +7.5% | +7.4% |
| 3Y | +24.5% | +24.7% | -0.2% | +4.7% |
| 5Y | +13.6% | -11.7% | +25.3% | +20.5% |
| All | +106.0% | +151.1% | -45.1% | -3.9% |
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