-6.1%
SUNB vs EXR
-4.8%
-1.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.2% | +5.2% | +4.6% |
| 7D | -6.3% | -2.6% | -3.7% | -5.0% |
| 30D | -14.2% | -7.2% | -7.0% | -10.7% |
| 3M | -14.7% | -3.5% | -11.2% | -14.2% |
| 6M | -7.9% | -5.3% | -2.6% | -9.2% |
| All | -6.1% | -4.8% | -1.3% | -6.7% |
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