+137.1%
PSX vs EXR
+24.9%
+112.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.4% |
| 7D | +4.5% | -2.6% | +7.1% | +5.0% |
| 30D | +26.6% | -7.2% | +33.8% | +28.2% |
| 3M | +39.3% | -3.5% | +42.8% | +39.9% |
| 6M | +56.8% | -5.3% | +62.1% | +58.1% |
| YTD | +101.8% | +9.4% | +92.5% | +96.3% |
| 1Y | +99.6% | +1.3% | +98.3% | +97.3% |
| All | +137.1% | +24.9% | +112.3% | +131.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling