+325.3%
ASX vs EXR
+69.9%
+255.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.6% | +7.0% | +6.5% |
| 7D | -19.9% | +5.2% | -25.1% | -20.6% |
| 30D | -30.9% | +20.9% | -51.8% | -33.2% |
| 3M | -15.1% | +7.7% | -22.8% | -16.1% |
| 6M | -6.5% | +13.2% | -19.7% | -9.3% |
| YTD | +98.4% | +26.5% | +72.0% | +86.5% |
| 1Y | +107.9% | +27.2% | +80.7% | +94.8% |
| 3Y | +325.3% | +71.5% | +253.7% | +266.3% |
| All | +325.3% | +69.9% | +255.4% | +266.3% |
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 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