+9,601.0%
AMZN vs SBAC
+2,232.4%
+7,368.6%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.4% |
| 7D | +8.0% | +3.6% | +4.4% | +7.4% |
| 30D | +3.2% | +4.9% | -1.7% | +2.2% |
| 3M | -2.6% | +6.5% | -9.1% | -3.8% |
| 6M | -0.7% | -11.1% | +10.5% | +1.0% |
| YTD | +17.4% | +0.9% | +16.4% | +15.7% |
| 1Y | +9.0% | -1.6% | +10.6% | +8.0% |
| 3Y | +88.7% | -7.0% | +95.7% | +85.4% |
| 5Y | +55.6% | -39.2% | +94.8% | +65.0% |
| 10Y | +629.7% | +111.4% | +518.4% | +509.7% |
| All | +9,601.0% | +2,232.4% | +7,368.6% | +6,449.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling