+5,005.2%
ASX vs EXR
+2,662.2%
+2,342.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.6% |
| 7D | -0.7% | -2.6% | +1.8% | +0.1% |
| 30D | +2.0% | -7.2% | +9.2% | +4.5% |
| 3M | -1.3% | -3.5% | +2.2% | -0.9% |
| 6M | +71.4% | -5.3% | +76.7% | +73.2% |
| YTD | +135.3% | +9.4% | +126.0% | +126.1% |
| 1Y | +267.5% | +1.3% | +266.2% | +260.6% |
| 3Y | +388.5% | +22.4% | +366.1% | +340.5% |
| 5Y | +417.1% | -12.2% | +429.3% | +415.0% |
| 10Y | +872.7% | +148.6% | +724.2% | +543.8% |
| All | +5,005.2% | +2,662.2% | +2,342.9% | +1,328.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling