-33.6%
SPXU vs SBAC
-4.6%
-29.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.8% | +4.7% | +1.8% |
| 7D | +6.4% | -5.3% | +11.6% | +6.2% |
| 30D | +5.9% | +0.4% | +5.6% | +5.9% |
| 3M | -11.7% | -11.9% | +0.2% | -12.3% |
| 6M | -28.7% | -4.5% | -24.2% | -28.8% |
| YTD | -26.4% | -4.3% | -22.0% | -26.6% |
| All | -33.6% | -4.6% | -29.1% | -35.5% |
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 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