+137.3%
ADBE vs EXR
+216.3%
-79.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.8% |
| 7D | +1.6% | -0.4% | +2.0% | +1.7% |
| 30D | +1.0% | +18.2% | -17.2% | -4.4% |
| 3M | -10.1% | +7.3% | -17.5% | -12.2% |
| 6M | +3.0% | +13.8% | -10.9% | -1.3% |
| YTD | -30.5% | +25.9% | -56.5% | -36.1% |
| 1Y | -27.1% | +25.8% | -52.9% | -32.9% |
| 3Y | -58.8% | +53.7% | -112.5% | -65.7% |
| 5Y | -63.0% | -1.8% | -61.3% | -64.0% |
| All | +137.3% | +216.3% | -79.0% | +77.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling