+1,837.5%
SNDK vs EXR
-0.7%
+1,838.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -3.2% |
| 7D | -6.1% | -1.2% | -5.0% | -6.4% |
| 30D | +21.5% | -6.2% | +27.7% | +19.2% |
| 3M | -13.2% | -7.4% | -5.8% | -14.8% |
| 6M | +149.2% | -0.5% | +149.7% | +135.5% |
| YTD | +588.1% | +8.1% | +580.0% | +521.0% |
| 1Y | +1,837.5% | -2.9% | +1,840.4% | +1,590.2% |
| All | +1,837.5% | -0.7% | +1,838.2% | +1,590.2% |
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