+514.0%
NOW vs SBAC
+114.8%
+399.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.1% | +1.0% |
| 7D | +0.3% | +0.6% | -0.4% | 0.0% |
| 30D | -27.0% | +5.5% | -32.4% | -28.7% |
| 3M | -19.6% | +3.1% | -22.7% | -21.0% |
| 6M | +17.5% | -7.0% | +24.5% | +20.0% |
| YTD | -33.3% | +0.5% | -33.8% | -35.7% |
| 1Y | -39.8% | +0.2% | -40.1% | -42.1% |
| 3Y | -19.9% | -7.4% | -12.6% | -24.5% |
| 5Y | -26.1% | -39.7% | +13.7% | -10.6% |
| All | +514.0% | +114.8% | +399.2% | +292.3% |
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