+504.6%
NOW vs SBAC
+97.3%
+407.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.6% |
| 7D | -3.1% | +3.0% | -6.0% | -4.3% |
| 30D | -27.0% | +4.3% | -31.4% | -28.5% |
| 3M | -17.7% | +4.1% | -21.9% | -19.4% |
| 6M | +12.7% | -11.6% | +24.3% | +17.6% |
| YTD | -32.9% | +0.4% | -33.3% | -35.4% |
| 1Y | -40.4% | -1.1% | -39.3% | -42.3% |
| 3Y | -17.1% | -7.3% | -9.8% | -21.9% |
| 5Y | -25.7% | -40.8% | +15.1% | -9.3% |
| 10Y | +504.6% | +103.0% | +401.7% | +310.2% |
| All | +504.6% | +97.3% | +407.4% | +310.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling