+24.7%
BTDR vs SBAC
-44.9%
+69.6%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.7% | -2.7% |
| 7D | +14.8% | +0.2% | +14.6% | +14.8% |
| 30D | +41.8% | +3.9% | +38.0% | +41.7% |
| 3M | -29.2% | -8.2% | -21.0% | -28.7% |
| 6M | +66.2% | -2.8% | +69.0% | +66.5% |
| YTD | +10.0% | -1.5% | +11.5% | +10.0% |
| 1Y | -11.0% | 0.0% | -11.0% | -11.0% |
| 3Y | +6.9% | -8.4% | +15.3% | +8.3% |
| 5Y | +24.7% | -43.5% | +68.2% | +26.9% |
| All | +24.7% | -44.9% | +69.6% | +26.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling