+86.2%
SU vs SBAC
+2.4%
+83.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +5.8% | -10.4% | -4.7% |
| 7D | -7.1% | +5.8% | -12.9% | -7.3% |
| 30D | +4.8% | +20.8% | -16.0% | +3.9% |
| 3M | +12.5% | +4.8% | +7.7% | +12.4% |
| 6M | +6.5% | -9.1% | +15.6% | +7.0% |
| YTD | +65.8% | +3.1% | +62.7% | +67.2% |
| 1Y | +86.2% | +2.2% | +84.0% | +89.2% |
| All | +86.2% | +2.4% | +83.8% | +89.2% |
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 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