+643.8%
AMZN vs SBAC
+110.3%
+533.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +0.9% |
| 7D | +2.8% | -3.4% | +6.2% | +3.6% |
| 30D | +3.4% | +2.6% | +0.8% | +2.7% |
| 3M | +0.1% | +2.6% | -2.5% | -0.8% |
| 6M | +0.6% | -11.5% | +12.1% | +3.0% |
| YTD | +15.9% | -1.6% | +17.5% | +14.4% |
| 1Y | +9.5% | -5.1% | +14.6% | +9.2% |
| 3Y | +86.3% | -9.3% | +95.6% | +81.1% |
| 5Y | +51.7% | -41.0% | +92.7% | +71.6% |
| All | +643.8% | +110.3% | +533.6% | +497.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling