+955.8%
ADBE vs EXR
+3,090.1%
-2,134.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | 0.0% |
| 7D | -3.8% | +1.7% | -5.6% | -4.5% |
| 30D | -2.3% | +18.0% | -20.3% | -8.3% |
| 3M | -13.3% | +9.7% | -22.9% | -16.3% |
| 6M | -6.5% | +13.4% | -19.9% | -11.0% |
| YTD | -32.4% | +26.3% | -58.7% | -38.7% |
| 1Y | -28.0% | +27.6% | -55.6% | -35.1% |
| 3Y | -60.4% | +52.2% | -112.5% | -67.6% |
| 5Y | -63.4% | -1.1% | -62.4% | -65.1% |
| 10Y | +127.4% | +216.8% | -89.4% | +30.6% |
| All | +955.8% | +3,090.1% | -2,134.3% | +128.4% |
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