+44.3%
RUN vs SBAC
+88.4%
-44.1%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.0% | -3.5% | -3.9% |
| 7D | -1.8% | +0.2% | -2.0% | -1.9% |
| 30D | -10.8% | +3.9% | -14.7% | -13.2% |
| 3M | -30.2% | -8.2% | -22.0% | -27.0% |
| 6M | -22.3% | -2.8% | -19.5% | -24.8% |
| YTD | -52.2% | -1.5% | -50.6% | -55.2% |
| 1Y | -45.1% | 0.0% | -45.1% | -49.5% |
| 3Y | -37.1% | -8.4% | -28.7% | -36.7% |
| 5Y | -80.3% | -43.5% | -36.7% | -72.1% |
| All | +44.3% | +88.4% | -44.1% | +25.5% |
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