+440.4%
SN vs EXR
+51.9%
+388.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.6% | -0.9% |
| 7D | +7.6% | +1.7% | +5.8% | +6.6% |
| 30D | +22.4% | +18.0% | +4.4% | +12.5% |
| 3M | +21.7% | +9.7% | +12.0% | +16.0% |
| 6M | +102.8% | +13.4% | +89.4% | +89.7% |
| YTD | +102.4% | +26.3% | +76.1% | +79.5% |
| 1Y | +139.0% | +27.6% | +111.4% | +110.7% |
| 3Y | +440.4% | +52.2% | +388.2% | +377.6% |
| All | +440.4% | +51.9% | +388.5% | +377.6% |
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