+5,146.0%
DGX vs SBAC
+2,199.0%
+2,947.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.7% |
| 7D | -0.3% | -0.1% | -0.2% | -0.3% |
| 30D | -1.2% | +3.2% | -4.4% | -1.5% |
| 3M | +19.9% | -5.1% | +25.0% | +20.3% |
| 6M | +19.2% | -2.1% | +21.3% | +19.0% |
| YTD | +37.5% | -0.5% | +38.0% | +37.0% |
| 1Y | +31.3% | +1.1% | +30.2% | +30.6% |
| 3Y | +96.6% | -7.4% | +104.1% | +96.5% |
| 5Y | +64.3% | -44.3% | +108.6% | +70.3% |
| 10Y | +241.1% | +77.6% | +163.6% | +224.1% |
| All | +5,146.0% | +2,199.0% | +2,947.0% | +4,874.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling