-35.2%
XYL vs SBAC
-2.9%
-32.2%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | +0.1% |
| 7D | -3.7% | +0.6% | -4.4% | -3.8% |
| 30D | -8.3% | +5.5% | -13.8% | -8.6% |
| 3M | -21.4% | +3.1% | -24.5% | -21.8% |
| 6M | -12.9% | -7.0% | -5.9% | -13.3% |
| YTD | -30.1% | +0.5% | -30.6% | -29.3% |
| 1Y | -35.2% | +0.2% | -35.4% | -34.4% |
| All | -35.2% | -2.9% | -32.2% | -34.4% |
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 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