+358.3%
DELL vs SBAC
-2.5%
+360.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.2% | +9.7% | +11.9% |
| 7D | +8.2% | -2.1% | +10.3% | +8.2% |
| 30D | +17.1% | +2.0% | +15.1% | +17.0% |
| 3M | +45.2% | -8.3% | +53.5% | +46.9% |
| 6M | +286.8% | +0.3% | +286.5% | +289.8% |
| YTD | +354.8% | -2.2% | +357.0% | +360.2% |
| 1Y | +358.3% | -4.6% | +362.9% | +361.6% |
| All | +358.3% | -2.5% | +360.7% | +361.6% |
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