+195.6%
EQT vs SBAC
-44.7%
+240.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.8% | +3.5% | +1.2% |
| 7D | -1.2% | -5.3% | +4.1% | 0.0% |
| 30D | +1.1% | +0.4% | +0.7% | +0.9% |
| 3M | +4.8% | -11.9% | +16.7% | +7.5% |
| 6M | -10.6% | -4.5% | -6.1% | -10.3% |
| YTD | +3.4% | -4.3% | +7.8% | +3.5% |
| 1Y | +8.7% | -3.9% | +12.6% | +8.5% |
| 3Y | +35.0% | -11.0% | +46.0% | +34.5% |
| All | +195.6% | -44.7% | +240.3% | +227.5% |
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