+1.1%
SBAC vs BUD
+35.5%
-34.4%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.1% |
| 7D | -0.1% | +0.8% | -0.8% | -0.4% |
| 30D | +3.2% | -4.8% | +8.1% | +5.1% |
| 3M | -5.1% | +1.4% | -6.4% | -5.7% |
| 6M | -2.1% | +9.9% | -12.0% | -7.3% |
| YTD | -0.5% | +26.3% | -26.9% | -8.1% |
| 1Y | +1.1% | +36.1% | -35.0% | -8.2% |
| All | +1.1% | +35.5% | -34.4% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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