+1,088.7%
ADBE vs EXR
+2,662.2%
-1,573.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.2% | -5.5% | -6.3% |
| 7D | -8.6% | -2.6% | -6.0% | -7.6% |
| 30D | +2.8% | -7.2% | +10.0% | +5.8% |
| 3M | +3.1% | -3.5% | +6.6% | +4.7% |
| 6M | -2.4% | -5.3% | +2.9% | -0.8% |
| YTD | -23.9% | +9.4% | -33.2% | -27.1% |
| 1Y | -22.6% | +1.3% | -23.9% | -23.8% |
| 3Y | -52.7% | +22.4% | -75.1% | -58.1% |
| 5Y | -60.0% | -12.2% | -47.8% | -60.1% |
| 10Y | +157.3% | +148.6% | +8.7% | +62.0% |
| All | +1,088.7% | +2,662.2% | -1,573.5% | +171.8% |
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