-16.5%
PTEN vs EXR
+149.6%
-166.2%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.4% |
| 7D | +2.8% | -3.2% | +6.0% | +3.6% |
| 30D | +17.6% | -6.9% | +24.5% | +19.6% |
| 3M | +8.2% | -7.8% | +16.0% | +10.0% |
| 6M | +38.1% | -4.9% | +43.0% | +38.5% |
| YTD | +117.3% | +7.2% | +110.1% | +109.9% |
| 1Y | +146.1% | -1.5% | +147.6% | +143.5% |
| 3Y | -3.0% | +22.3% | -25.3% | -10.3% |
| 5Y | +93.5% | -10.9% | +104.4% | +91.4% |
| All | -16.5% | +149.6% | -166.2% | -29.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling