+93.4%
PTEN vs EXR
-13.9%
+107.3%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.5% | +4.7% | +2.9% |
| 7D | -1.7% | -3.1% | +1.4% | -0.7% |
| 30D | +18.6% | -7.5% | +26.1% | +21.4% |
| 3M | +12.5% | -7.5% | +20.0% | +14.7% |
| 6M | +41.9% | -5.2% | +47.1% | +42.4% |
| YTD | +117.8% | +6.5% | +111.3% | +107.8% |
| 1Y | +145.3% | -2.0% | +147.3% | +141.8% |
| 3Y | -2.8% | +21.5% | -24.3% | -13.6% |
| 5Y | +93.4% | -11.5% | +104.9% | +97.5% |
| All | +93.4% | -13.9% | +107.3% | +97.5% |
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