-19.5%
NOW vs SBAC
-6.8%
-12.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.7% | +3.9% | +3.2% |
| 7D | -5.6% | -2.8% | -2.8% | -5.5% |
| 30D | -26.8% | +3.1% | -29.9% | -26.8% |
| 3M | -19.4% | +5.1% | -24.6% | -19.5% |
| 6M | +12.3% | -11.4% | +23.7% | +10.9% |
| YTD | -32.9% | +0.2% | -33.1% | -33.5% |
| 1Y | -40.3% | -3.9% | -36.4% | -40.9% |
| All | -19.5% | -6.8% | -12.7% | -21.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling