+356.1%
ALL vs SBAC
+76.8%
+279.4%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.3% |
| 7D | -1.7% | -0.1% | -1.6% | -1.7% |
| 30D | -4.7% | +3.2% | -7.9% | -5.5% |
| 3M | +18.4% | -5.1% | +23.4% | +19.7% |
| 6M | +20.5% | -2.1% | +22.6% | +19.9% |
| YTD | +23.5% | -0.5% | +24.1% | +22.0% |
| 1Y | +29.0% | +1.1% | +27.9% | +26.6% |
| 3Y | +153.7% | -7.4% | +161.1% | +150.8% |
| 5Y | +114.8% | -44.3% | +159.1% | +145.1% |
| 10Y | +356.1% | +77.6% | +278.6% | +310.8% |
| All | +356.1% | +76.8% | +279.4% | +310.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling