+10.8%
PTEN vs EXR
+2,662.2%
-2,651.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.5% |
| 7D | +0.7% | -2.6% | +3.3% | +1.8% |
| 30D | +31.2% | -7.2% | +38.4% | +35.2% |
| 3M | +2.0% | -3.5% | +5.5% | +2.9% |
| 6M | +42.4% | -5.3% | +47.7% | +43.3% |
| YTD | +109.2% | +9.4% | +99.8% | +96.9% |
| 1Y | +122.3% | +1.3% | +121.0% | +116.0% |
| 3Y | -5.6% | +22.4% | -28.0% | -17.4% |
| 5Y | +86.5% | -12.2% | +98.7% | +84.0% |
| 10Y | -22.1% | +148.6% | -170.7% | -56.3% |
| All | +10.8% | +2,662.2% | -2,651.4% | -83.3% |
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