+10,170.9%
PWR vs EXR
+2,662.2%
+7,508.7%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +1.3% |
| 7D | +3.6% | -2.6% | +6.2% | +4.9% |
| 30D | -8.6% | -7.2% | -1.4% | -5.3% |
| 3M | -13.2% | -3.5% | -9.7% | -12.5% |
| 6M | +9.9% | -5.3% | +15.2% | +11.6% |
| YTD | +48.0% | +9.4% | +38.7% | +39.7% |
| 1Y | +66.2% | +1.3% | +64.8% | +61.8% |
| 3Y | +195.1% | +22.4% | +172.7% | +151.8% |
| 5Y | +442.6% | -12.2% | +454.8% | +432.6% |
| 10Y | +2,334.2% | +148.6% | +2,185.7% | +1,201.2% |
| All | +10,170.9% | +2,662.2% | +7,508.7% | +1,314.7% |
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