+842.6%
ASX vs EXR
+215.3%
+627.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.6% | +8.0% | +8.5% |
| 7D | -12.3% | +2.7% | -15.0% | -12.9% |
| 30D | -26.0% | +18.9% | -44.9% | -29.5% |
| 3M | -8.1% | +8.4% | -16.5% | -10.3% |
| 6M | +1.4% | +14.3% | -12.9% | -3.1% |
| YTD | +115.6% | +27.2% | +88.3% | +99.4% |
| 1Y | +128.0% | +25.9% | +102.1% | +111.3% |
| 3Y | +371.4% | +54.6% | +316.8% | +303.4% |
| 5Y | +469.4% | -0.6% | +470.0% | +446.6% |
| 10Y | +842.6% | +208.5% | +634.1% | +640.3% |
| All | +842.6% | +215.3% | +627.4% | +640.3% |
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