+1,637.5%
ADI vs EXR
+2,662.2%
-1,024.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.0% |
| 7D | +0.4% | -2.6% | +3.0% | +1.3% |
| 30D | -3.8% | -7.2% | +3.4% | -1.4% |
| 3M | -15.3% | -3.5% | -11.8% | -14.7% |
| 6M | +6.7% | -5.3% | +12.0% | +8.1% |
| YTD | +34.8% | +9.4% | +25.4% | +29.8% |
| 1Y | +49.0% | +1.3% | +47.7% | +47.1% |
| 3Y | +108.1% | +22.4% | +85.7% | +90.0% |
| 5Y | +142.4% | -12.2% | +154.7% | +143.5% |
| 10Y | +589.9% | +148.6% | +441.3% | +370.8% |
| All | +1,637.5% | +2,662.2% | -1,024.7% | +421.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling