+11.0%
SUNB vs EXR
+11.4%
-0.4%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.1% | -6.3% | -4.5% |
| 7D | -2.6% | +11.3% | -13.9% | -7.1% |
| 30D | +4.3% | +21.2% | -16.8% | -4.2% |
| 3M | +0.8% | +8.7% | -7.9% | -2.5% |
| 6M | +9.2% | +18.2% | -9.0% | -2.2% |
| All | +11.0% | +11.4% | -0.4% | +2.6% |
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