-61.2%
ADBE vs EXR
-10.8%
-50.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.4% | -3.4% |
| 7D | -10.1% | -0.7% | -9.4% | -9.8% |
| 30D | -3.0% | -6.9% | +3.9% | -0.6% |
| 3M | +5.0% | -3.0% | +8.0% | +6.3% |
| 6M | -9.3% | -2.9% | -6.4% | -8.6% |
| YTD | -26.5% | +9.3% | -35.8% | -29.4% |
| 1Y | -28.3% | -0.9% | -27.3% | -28.7% |
| 3Y | -54.1% | +24.7% | -78.8% | -60.2% |
| 5Y | -61.2% | -11.7% | -49.5% | -60.7% |
| All | -61.2% | -10.8% | -50.4% | -60.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling