-36.4%
XYL vs SBAC
-4.7%
-31.7%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | 0.0% | -1.0% |
| 7D | -6.0% | -2.7% | -3.3% | -5.8% |
| 30D | -8.3% | +3.3% | -11.6% | -8.5% |
| 3M | -22.6% | +3.3% | -25.9% | -22.9% |
| 6M | -15.0% | -10.9% | -4.1% | -15.2% |
| YTD | -30.2% | -1.0% | -29.2% | -29.2% |
| 1Y | -36.4% | -4.5% | -31.9% | -35.2% |
| All | -36.4% | -4.7% | -31.7% | -35.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling