+299.6%
ASX vs EXR
+70.9%
+228.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -0.6% | -20.2% | -20.7% |
| 7D | -33.3% | +6.8% | -40.1% | -34.0% |
| 30D | -36.5% | +19.6% | -56.1% | -38.5% |
| 3M | -19.2% | +8.0% | -27.2% | -20.2% |
| 6M | -10.2% | +17.2% | -27.4% | -13.7% |
| YTD | +86.5% | +27.2% | +59.2% | +75.1% |
| 1Y | +89.6% | +26.1% | +63.6% | +78.3% |
| All | +299.6% | +70.9% | +228.7% | +243.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling