+2,684.0%
SNDK vs EXR
+1.1%
+2,682.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.2% | +13.1% | +11.6% |
| 7D | +17.2% | -2.6% | +19.7% | +16.6% |
| 30D | +28.8% | -7.2% | +36.0% | +26.9% |
| 3M | -1.1% | -3.5% | +2.4% | -3.4% |
| 6M | +190.5% | -5.3% | +195.8% | +181.6% |
| YTD | +633.0% | +9.4% | +623.7% | +545.7% |
| 1Y | +2,684.0% | +1.3% | +2,682.7% | +2,299.7% |
| All | +2,684.0% | +1.1% | +2,682.9% | +2,299.7% |
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