+967.4%
ADBE vs EXR
+3,094.9%
-2,127.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.7% |
| 7D | -4.4% | +5.2% | -9.6% | -6.2% |
| 30D | +2.8% | +20.9% | -18.1% | -4.4% |
| 3M | -8.0% | +7.7% | -15.8% | -10.6% |
| 6M | -4.3% | +13.2% | -17.5% | -8.9% |
| YTD | -31.6% | +26.5% | -58.1% | -38.1% |
| 1Y | -26.9% | +27.2% | -54.1% | -34.0% |
| 3Y | -57.7% | +71.5% | -129.2% | -67.1% |
| 5Y | -63.9% | +0.4% | -64.3% | -65.7% |
| 10Y | +125.3% | +225.2% | -99.8% | +28.0% |
| All | +967.4% | +3,094.9% | -2,127.6% | +130.8% |
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