+275.1%
BLK vs SBAC
+87.1%
+187.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.2% | -0.6% | +0.8% |
| 7D | -3.3% | -2.1% | -1.2% | -2.6% |
| 30D | -6.5% | +2.0% | -8.5% | -7.2% |
| 3M | +6.7% | -8.3% | +15.0% | +9.7% |
| 6M | +14.7% | +0.3% | +14.4% | +12.5% |
| YTD | +2.5% | -2.2% | +4.7% | +1.2% |
| 1Y | -2.8% | -4.6% | +1.9% | -3.2% |
| 3Y | +65.9% | -8.3% | +74.1% | +62.5% |
| 5Y | +33.0% | -42.8% | +75.8% | +57.6% |
| All | +275.1% | +87.1% | +187.9% | +260.1% |
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