+396.0%
GE vs SBAC
-40.7%
+436.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.5% | +3.3% | +3.7% |
| 7D | +6.3% | +3.0% | +3.3% | +5.9% |
| 30D | +8.9% | +4.3% | +4.6% | +8.2% |
| 3M | -9.2% | +4.1% | -13.3% | -9.8% |
| 6M | +13.2% | -11.6% | +24.9% | +14.9% |
| YTD | +9.4% | +0.4% | +9.0% | +9.1% |
| 1Y | +9.8% | -1.1% | +10.9% | +9.7% |
| 3Y | +278.2% | -7.3% | +285.4% | +276.6% |
| 5Y | +396.0% | -40.8% | +436.8% | +430.4% |
| All | +396.0% | -40.7% | +436.7% | +430.4% |
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