+1,106.2%
DELL vs SBAC
-44.9%
+1,151.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.3% |
| 7D | +8.7% | +0.2% | +8.6% | +8.7% |
| 30D | +16.9% | +3.9% | +13.0% | +16.7% |
| 3M | +40.4% | -8.2% | +48.6% | +41.1% |
| 6M | +267.1% | -2.8% | +269.9% | +266.7% |
| YTD | +329.1% | -1.5% | +330.6% | +328.2% |
| 1Y | +346.9% | 0.0% | +346.9% | +345.6% |
| 3Y | +696.6% | -8.4% | +705.0% | +682.6% |
| 5Y | +1,106.2% | -43.5% | +1,149.7% | +1,190.7% |
| All | +1,106.2% | -44.9% | +1,151.1% | +1,190.7% |
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