+15.1%
PSA vs EXR
-11.8%
+26.9%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.3% |
| 7D | -3.7% | -2.6% | -1.1% | -1.8% |
| 30D | -7.7% | -7.2% | -0.5% | -2.6% |
| 3M | -0.6% | -3.5% | +2.9% | +2.1% |
| 6M | -0.9% | -5.3% | +4.4% | +3.2% |
| YTD | +18.7% | +9.4% | +9.3% | +11.6% |
| 1Y | +7.6% | +1.3% | +6.3% | +6.7% |
| 3Y | +23.7% | +22.4% | +1.2% | +7.1% |
| All | +15.1% | -11.8% | +26.9% | +21.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling