-4.8%
PTEN vs EXR
+3,075.0%
-3,079.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.0% | +2.7% |
| 7D | +7.2% | -1.2% | +8.4% | +7.8% |
| 30D | -7.4% | +18.3% | -25.7% | -14.2% |
| 3M | -2.4% | +9.1% | -11.5% | -6.6% |
| 6M | -10.0% | +11.7% | -21.8% | -15.4% |
| YTD | +79.7% | +25.7% | +54.0% | +58.4% |
| 1Y | +86.5% | +24.9% | +61.6% | +64.9% |
| 3Y | -1.4% | +51.4% | -52.8% | -21.5% |
| 5Y | +43.9% | -1.9% | +45.9% | +35.3% |
| 10Y | -40.0% | +214.0% | -254.0% | -69.8% |
| All | -4.8% | +3,075.0% | -3,079.8% | -86.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling