+4,727.7%
SNDK vs EXR
-3.8%
+4,731.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | -0.1% | -0.1% |
| 7D | +13.1% | -0.7% | +13.8% | +13.2% |
| 30D | +43.4% | -6.9% | +50.3% | +46.1% |
| 3M | +5.8% | -3.0% | +8.8% | +4.0% |
| 6M | +229.6% | -2.9% | +232.5% | +220.6% |
| YTD | +632.2% | +9.3% | +622.9% | +550.8% |
| 1Y | +2,365.4% | -0.9% | +2,366.3% | +2,228.6% |
| All | +4,727.7% | -3.8% | +4,731.6% | +4,924.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling