+277.8%
PSX vs EXR
-0.3%
+278.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.4% |
| 7D | -13.1% | +5.2% | -18.3% | -14.0% |
| 30D | -9.5% | +20.9% | -30.4% | -12.7% |
| 3M | +20.2% | +7.7% | +12.5% | +18.4% |
| 6M | +44.9% | +13.2% | +31.7% | +41.2% |
| YTD | +94.4% | +26.5% | +67.9% | +84.2% |
| 1Y | +83.1% | +27.2% | +55.9% | +73.3% |
| 3Y | +132.2% | +71.5% | +60.6% | +106.1% |
| All | +277.8% | -0.3% | +278.1% | +240.4% |
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