+1,418.0%
PSA vs EXR
+3,094.9%
-1,676.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.5% |
| 7D | +3.9% | +5.2% | -1.3% | +0.1% |
| 30D | +19.7% | +20.9% | -1.2% | +4.0% |
| 3M | +4.3% | +7.7% | -3.4% | -1.3% |
| 6M | +11.4% | +13.2% | -1.8% | +1.7% |
| YTD | +33.9% | +26.5% | +7.5% | +12.7% |
| 1Y | +28.3% | +27.2% | +1.1% | +7.5% |
| 3Y | +53.5% | +71.5% | -18.1% | +1.1% |
| 5Y | +30.6% | +0.4% | +30.2% | +25.2% |
| 10Y | +145.8% | +225.2% | -79.4% | -4.8% |
| All | +1,418.0% | +3,094.9% | -1,676.9% | +14.0% |
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