+37.9%
NTR vs SBAC
-9.4%
+47.2%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.6% | -0.8% |
| 7D | -1.3% | -2.1% | +0.8% | -0.9% |
| 30D | +16.8% | +2.0% | +14.8% | +16.3% |
| 3M | +20.7% | -8.3% | +29.0% | +22.4% |
| 6M | +0.5% | +0.3% | +0.2% | -0.3% |
| YTD | +29.2% | -2.2% | +31.4% | +28.5% |
| 1Y | +39.6% | -4.6% | +44.2% | +39.6% |
| 3Y | +37.9% | -8.3% | +46.2% | +43.1% |
| All | +37.9% | -9.4% | +47.2% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 3y: compounded portfolio wealth divided by compounded SBAC 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…
3y analysis · Full analysis span regression · 6 months rolling