+100.5%
NXT vs SBAC
-9.5%
+110.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.2% |
| 7D | +2.9% | -0.1% | +2.9% | +2.9% |
| 30D | -17.2% | +3.2% | -20.5% | -17.5% |
| 3M | -32.0% | -5.1% | -26.9% | -31.7% |
| 6M | -15.8% | -2.1% | -13.6% | -15.1% |
| YTD | -1.9% | -0.5% | -1.4% | -1.7% |
| 1Y | +22.5% | +1.1% | +21.4% | +22.5% |
| 3Y | +100.5% | -7.4% | +108.0% | +102.5% |
| All | +100.5% | -9.5% | +110.1% | +102.5% |
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