-10.3%
PTEN vs EXR
+3,090.1%
-3,100.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +2.2% |
| 7D | -14.5% | +1.7% | -16.2% | -15.2% |
| 30D | -11.1% | +18.0% | -29.2% | -17.6% |
| 3M | -7.8% | +9.7% | -17.5% | -12.0% |
| 6M | -10.5% | +13.4% | -23.9% | -16.4% |
| YTD | +69.3% | +26.3% | +43.0% | +48.9% |
| 1Y | +70.5% | +27.6% | +43.0% | +49.4% |
| 3Y | -7.1% | +52.2% | -59.3% | -26.2% |
| 5Y | +29.1% | -1.1% | +30.2% | +20.9% |
| 10Y | -44.5% | +216.8% | -261.3% | -72.2% |
| All | -10.3% | +3,090.1% | -3,100.4% | -87.4% |
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