+620.2%
ADI vs EXR
+216.3%
+403.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.8% |
| 7D | +9.5% | -0.4% | +9.9% | +9.6% |
| 30D | -1.4% | +18.2% | -19.6% | -6.9% |
| 3M | +4.7% | +7.3% | -2.6% | +2.0% |
| 6M | -7.4% | +13.8% | -21.3% | -12.1% |
| YTD | +48.1% | +25.9% | +22.1% | +35.6% |
| 1Y | +69.6% | +25.8% | +43.8% | +55.3% |
| 3Y | +144.4% | +53.7% | +90.7% | +106.7% |
| 5Y | +134.1% | -1.8% | +135.9% | +124.9% |
| All | +620.2% | +216.3% | +403.9% | +428.4% |
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 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