+4,601.6%
SNDK vs EXR
-5.7%
+4,607.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.6% | -4.7% | -4.2% |
| 7D | +8.8% | -3.2% | +12.1% | +9.7% |
| 30D | +33.2% | -6.9% | +40.1% | +35.6% |
| 3M | +3.0% | -7.8% | +10.8% | +3.7% |
| 6M | +173.5% | -4.9% | +178.4% | +167.4% |
| YTD | +613.0% | +7.2% | +605.9% | +536.8% |
| 1Y | +2,189.8% | -1.5% | +2,191.3% | +2,049.7% |
| All | +4,601.6% | -5.7% | +4,607.3% | +4,816.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling