+504.7%
ASX vs EXR
-1.3%
+506.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.8% | +4.0% | +3.5% |
| 7D | -9.1% | +1.7% | -10.9% | -9.6% |
| 30D | -23.6% | +18.0% | -41.6% | -27.6% |
| 3M | -5.6% | +9.7% | -15.3% | -8.5% |
| 6M | +4.7% | +13.4% | -8.8% | -0.6% |
| YTD | +122.6% | +26.3% | +96.3% | +102.8% |
| 1Y | +133.0% | +27.6% | +105.5% | +111.2% |
| 3Y | +367.1% | +52.2% | +315.0% | +279.2% |
| 5Y | +504.7% | -1.1% | +505.8% | +482.8% |
| All | +504.7% | -1.3% | +506.0% | +482.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling