+116.0%
INTC vs SBAC
-44.9%
+161.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +1.9% |
| 7D | +18.0% | +0.2% | +17.8% | +17.9% |
| 30D | +8.9% | +3.9% | +5.1% | +8.2% |
| 3M | -1.6% | -8.2% | +6.6% | -0.2% |
| 6M | +133.1% | -2.8% | +135.9% | +131.9% |
| YTD | +187.9% | -1.5% | +189.5% | +184.7% |
| 1Y | +334.7% | 0.0% | +334.7% | +326.8% |
| 3Y | +184.2% | -8.4% | +192.6% | +179.1% |
| 5Y | +116.0% | -43.5% | +159.5% | +138.6% |
| All | +116.0% | -44.9% | +161.0% | +138.6% |
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