+23.7%
BBY vs SBAC
-3.2%
+26.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.1% | +4.3% | +3.3% |
| 7D | +9.5% | -0.8% | +10.3% | +9.6% |
| 30D | +6.8% | +6.9% | -0.1% | +6.1% |
| 3M | +28.9% | -8.2% | +37.1% | +29.2% |
| 6M | +37.8% | -1.6% | +39.4% | +36.7% |
| YTD | +38.7% | -0.1% | +38.9% | +37.9% |
| 1Y | +23.7% | -0.5% | +24.2% | +24.7% |
| All | +23.7% | -3.2% | +26.9% | +24.7% |
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