+74.8%
PBR vs SBAC
-2.7%
+77.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.8% | +5.0% | +2.4% |
| 7D | +4.2% | -5.3% | +9.5% | +4.8% |
| 30D | +22.7% | +0.4% | +22.4% | +22.6% |
| 3M | +21.5% | -11.9% | +33.4% | +23.1% |
| 6M | +24.0% | -4.5% | +28.5% | +24.2% |
| YTD | +88.2% | -4.3% | +92.6% | +87.4% |
| 1Y | +74.8% | -3.9% | +78.7% | +75.7% |
| All | +74.8% | -2.7% | +77.5% | +75.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling