+45.8%
XRT vs SBAC
-7.2%
+52.9%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.1% |
| 7D | +0.8% | -0.8% | +1.6% | +0.9% |
| 30D | -4.2% | +6.9% | -11.1% | -5.1% |
| 3M | +5.1% | -8.2% | +13.3% | +6.2% |
| 6M | +2.4% | -1.6% | +4.1% | +2.4% |
| YTD | +3.2% | -0.1% | +3.3% | +2.8% |
| 1Y | +1.5% | -0.5% | +2.0% | +1.1% |
| All | +45.8% | -7.2% | +52.9% | +47.4% |
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