+433.2%
SNDK vs EXR
+28.1%
+405.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +3.1% | -11.0% | -6.0% |
| 7D | -26.2% | +11.3% | -37.4% | -21.1% |
| 30D | -39.1% | +21.2% | -60.3% | -32.2% |
| 3M | -27.3% | +8.7% | -36.1% | -22.4% |
| 6M | -17.4% | +18.2% | -35.6% | -13.3% |
| YTD | +337.0% | +27.9% | +309.1% | +314.7% |
| 1Y | +433.2% | +28.3% | +404.8% | +393.6% |
| All | +433.2% | +28.1% | +405.1% | +393.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling