+3,944.9%
ASX vs EXR
+3,113.6%
+831.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -0.6% | -20.2% | -20.6% |
| 7D | -33.3% | +6.8% | -40.1% | -34.8% |
| 30D | -36.5% | +19.6% | -56.1% | -40.3% |
| 3M | -19.2% | +8.0% | -27.2% | -21.6% |
| 6M | -10.2% | +17.2% | -27.4% | -15.9% |
| YTD | +86.5% | +27.2% | +59.2% | +69.7% |
| 1Y | +89.6% | +26.1% | +63.6% | +72.9% |
| 3Y | +298.6% | +70.7% | +227.9% | +220.0% |
| 5Y | +414.3% | +1.0% | +413.3% | +387.7% |
| 10Y | +711.1% | +227.1% | +484.0% | +387.5% |
| All | +3,944.9% | +3,113.6% | +831.4% | +972.1% |
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