+636.2%
ADI vs EXR
+205.9%
+430.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.4% | -0.1% |
| 7D | -6.3% | +1.7% | -8.1% | -6.9% |
| 30D | -3.2% | +18.0% | -21.2% | -8.5% |
| 3M | +2.8% | +9.7% | -6.9% | -0.6% |
| 6M | -5.0% | +13.4% | -18.5% | -9.7% |
| YTD | +46.3% | +26.3% | +20.0% | +33.8% |
| 1Y | +71.6% | +27.6% | +44.1% | +56.4% |
| 3Y | +139.2% | +52.2% | +87.0% | +102.9% |
| 5Y | +136.4% | -1.1% | +137.5% | +126.6% |
| 10Y | +636.2% | +216.8% | +419.4% | +432.8% |
| All | +636.2% | +205.9% | +430.4% | +432.8% |
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 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