+415.3%
ASX vs EXR
-0.3%
+415.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.6% | +7.0% | +6.6% |
| 7D | -19.9% | +5.2% | -25.1% | -21.2% |
| 30D | -30.9% | +20.9% | -51.8% | -35.0% |
| 3M | -15.1% | +7.7% | -22.8% | -17.2% |
| 6M | -6.5% | +13.2% | -19.7% | -11.1% |
| YTD | +98.4% | +26.5% | +72.0% | +80.7% |
| 1Y | +107.9% | +27.2% | +80.7% | +88.6% |
| 3Y | +325.3% | +71.5% | +253.7% | +226.9% |
| All | +415.3% | -0.3% | +415.7% | +398.5% |
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 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