+35.3%
DLR vs SBAC
-43.9%
+79.2%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.8% |
| 7D | +3.4% | -0.1% | +3.5% | +3.4% |
| 30D | -2.2% | +3.2% | -5.5% | -3.6% |
| 3M | +4.7% | -5.1% | +9.8% | +6.4% |
| 6M | +9.0% | -2.1% | +11.1% | +7.8% |
| YTD | +24.1% | -0.5% | +24.7% | +21.4% |
| 1Y | +20.9% | +1.1% | +19.8% | +17.2% |
| 3Y | +60.0% | -7.4% | +67.5% | +54.7% |
| 5Y | +35.3% | -44.3% | +79.6% | +93.2% |
| All | +35.3% | -43.9% | +79.2% | +93.2% |
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