+15.7%
SBRA vs SPY
+17.1%
-1.5%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.1% |
| 7D | -0.5% | -2.0% | +1.5% | -0.9% |
| 30D | +6.5% | -1.7% | +8.2% | +6.1% |
| 3M | +12.4% | +4.7% | +7.6% | +13.7% |
| 6M | +3.0% | +12.5% | -9.5% | +4.5% |
| YTD | +14.9% | +11.7% | +3.2% | +16.1% |
| All | +15.7% | +17.1% | -1.5% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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