+159.9%
DELL vs SBAC
-2.9%
+162.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.5% | -8.7% | -7.2% |
| 7D | +4.9% | +0.6% | +4.2% | +4.9% |
| 30D | -32.1% | +5.5% | -37.6% | -32.2% |
| 3M | -30.2% | +3.1% | -33.3% | -30.4% |
| 6M | +41.7% | -7.0% | +48.7% | +43.8% |
| YTD | +176.6% | +0.5% | +176.1% | +187.4% |
| 1Y | +159.9% | +0.2% | +159.7% | +171.0% |
| All | +159.9% | -2.9% | +162.9% | +171.0% |
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 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