+2,662.4%
DELL vs SBAC
+114.8%
+2,547.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.5% | -8.7% | -7.4% |
| 7D | +4.9% | +0.6% | +4.2% | +4.7% |
| 30D | -32.1% | +5.5% | -37.6% | -32.9% |
| 3M | -30.2% | +3.1% | -33.3% | -30.8% |
| 6M | +41.7% | -7.0% | +48.7% | +42.6% |
| YTD | +176.6% | +0.5% | +176.1% | +172.6% |
| 1Y | +159.9% | +0.2% | +159.7% | +156.4% |
| 3Y | +388.0% | -7.4% | +395.3% | +373.6% |
| 5Y | +578.2% | -39.7% | +617.9% | +641.6% |
| All | +2,662.4% | +114.8% | +2,547.6% | +2,058.0% |
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