+12,095.5%
ASML vs EXR
+3,132.0%
+8,963.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +3.1% | -6.7% | -4.8% |
| 7D | -10.0% | +11.3% | -21.3% | -13.7% |
| 30D | -19.4% | +21.2% | -40.6% | -25.3% |
| 3M | -12.5% | +8.7% | -21.2% | -15.6% |
| 6M | +8.2% | +18.2% | -10.0% | +0.5% |
| YTD | +40.7% | +27.9% | +12.8% | +26.6% |
| 1Y | +46.1% | +28.3% | +17.8% | +31.0% |
| 3Y | +138.5% | +71.7% | +66.8% | +85.0% |
| 5Y | +84.2% | -0.6% | +84.8% | +75.5% |
| 10Y | +1,505.1% | +229.0% | +1,276.2% | +796.5% |
| All | +12,095.5% | +3,132.0% | +8,963.5% | +2,324.5% |
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