+122.3%
PTEN vs EXR
+1.1%
+121.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -1.4% |
| 7D | +0.7% | -2.6% | +3.3% | 0.0% |
| 30D | +31.2% | -7.2% | +38.4% | +28.6% |
| 3M | +2.0% | -3.5% | +5.5% | +0.9% |
| 6M | +42.4% | -5.3% | +47.7% | +44.7% |
| YTD | +109.2% | +9.4% | +99.8% | +101.4% |
| 1Y | +122.3% | +1.3% | +121.0% | +111.8% |
| All | +122.3% | +1.1% | +121.2% | +111.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling