-91.0%
SNDQ vs EXR
+15.7%
-106.7%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +3.1% | +12.2% | +3.6% |
| 7D | +66.1% | +11.3% | +54.9% | +14.4% |
| 30D | +122.5% | +21.2% | +101.4% | +13.4% |
| 3M | +11.6% | +8.7% | +2.8% | -13.2% |
| 6M | -82.2% | +18.2% | -100.4% | -86.0% |
| All | -91.0% | +15.7% | -106.7% | -92.7% |
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