+2,425.3%
PWR vs EXR
+144.7%
+2,280.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.5% | +0.6% | -1.1% |
| 7D | +2.7% | -3.1% | +5.7% | +3.7% |
| 30D | -5.1% | -7.5% | +2.4% | -2.7% |
| 3M | -9.4% | -7.5% | -1.9% | -7.6% |
| 6M | +10.4% | -5.2% | +15.6% | +11.5% |
| YTD | +48.6% | +6.5% | +42.1% | +43.8% |
| 1Y | +68.0% | -2.0% | +70.0% | +66.8% |
| 3Y | +204.7% | +21.5% | +183.2% | +171.4% |
| 5Y | +451.9% | -11.5% | +463.4% | +446.9% |
| 10Y | +2,425.3% | +148.0% | +2,277.4% | +1,791.1% |
| All | +2,425.3% | +144.7% | +2,280.6% | +1,791.1% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling