+632.7%
ADI vs EXR
+151.1%
+481.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.3% | +0.3% |
| 7D | +2.4% | -0.7% | +3.1% | +2.7% |
| 30D | -6.6% | -6.9% | +0.4% | -4.4% |
| 3M | -9.8% | -3.0% | -6.8% | -9.4% |
| 6M | +15.7% | -2.9% | +18.6% | +16.1% |
| YTD | +35.1% | +9.3% | +25.8% | +30.1% |
| 1Y | +47.7% | -0.9% | +48.6% | +46.8% |
| 3Y | +114.5% | +24.7% | +89.8% | +94.8% |
| 5Y | +141.2% | -11.7% | +152.9% | +141.0% |
| All | +632.7% | +151.1% | +481.6% | +462.3% |
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