+48.9%
ADI vs EXR
-2.8%
+51.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.1% | +1.0% |
| 7D | +2.6% | -3.1% | +5.7% | +3.2% |
| 30D | -4.6% | -7.5% | +2.9% | -3.2% |
| 3M | -9.5% | -7.5% | -2.0% | -8.6% |
| 6M | +14.8% | -5.2% | +20.0% | +13.9% |
| YTD | +35.8% | +6.5% | +29.3% | +28.8% |
| 1Y | +48.9% | -2.0% | +51.0% | +43.4% |
| All | +48.9% | -2.8% | +51.8% | +43.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling