+260.6%
SNDU vs EXR
+1.8%
+258.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -1.2% | +24.9% | +21.0% |
| 7D | +35.2% | -2.6% | +37.7% | +29.0% |
| 30D | +50.8% | -7.2% | +58.0% | +29.3% |
| 3M | -43.2% | -3.5% | -39.7% | -47.3% |
| All | +260.6% | +1.8% | +258.9% | +194.2% |
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 · Available span rolling