+673.8%
STX vs SBAC
-6.5%
+680.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.5% | -4.6% | -2.9% |
| 7D | +14.6% | +0.6% | +14.0% | +14.7% |
| 30D | -26.0% | +5.5% | -31.4% | -25.5% |
| 3M | -42.6% | +3.1% | -45.7% | -42.1% |
| 6M | -35.3% | -7.0% | -28.2% | -34.6% |
| YTD | +92.5% | +0.5% | +92.0% | +93.6% |
| 1Y | +102.4% | +0.2% | +102.2% | +103.6% |
| 3Y | +673.8% | -7.4% | +681.2% | +711.2% |
| All | +673.8% | -6.5% | +680.4% | +711.2% |
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