+95.7%
PTEN vs EXR
+25.3%
+70.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.9% |
| 7D | +10.6% | -0.4% | +11.0% | +10.3% |
| 30D | -4.9% | +18.2% | -23.2% | +3.7% |
| 3M | +1.4% | +7.3% | -5.9% | +6.0% |
| 6M | -7.0% | +13.8% | -20.9% | -0.3% |
| YTD | +84.8% | +25.9% | +58.8% | +92.3% |
| 1Y | +95.7% | +25.8% | +69.9% | +105.1% |
| All | +95.7% | +25.3% | +70.4% | +105.1% |
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