-70.3%
PSKY vs EXR
-10.8%
-59.5%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.5% |
| 7D | +2.4% | -0.7% | +3.1% | +2.6% |
| 30D | +17.5% | -6.9% | +24.5% | +20.7% |
| 3M | +4.4% | -3.0% | +7.4% | +5.5% |
| 6M | -9.0% | -2.9% | -6.1% | -8.3% |
| YTD | -18.6% | +9.3% | -27.9% | -21.7% |
| 1Y | -27.7% | -0.9% | -26.8% | -27.8% |
| 3Y | -16.9% | +24.7% | -41.6% | -25.0% |
| 5Y | -70.3% | -11.7% | -58.6% | -72.4% |
| All | -70.3% | -10.8% | -59.5% | -72.4% |
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