+114.3%
ADI vs EXR
-0.3%
+114.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.9% |
| 7D | -12.8% | +5.2% | -18.0% | -14.6% |
| 30D | -11.3% | +20.9% | -32.2% | -17.9% |
| 3M | -3.4% | +7.7% | -11.1% | -6.4% |
| 6M | -12.0% | +13.2% | -25.2% | -17.1% |
| YTD | +35.3% | +26.5% | +8.8% | +21.2% |
| 1Y | +58.1% | +27.2% | +30.9% | +41.1% |
| 3Y | +127.4% | +71.5% | +55.8% | +73.6% |
| All | +114.3% | -0.3% | +114.6% | +102.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling