+117.8%
SUI vs SBAC
+93.8%
+24.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.4% | -0.6% |
| 7D | +6.2% | +1.2% | +5.0% | +5.6% |
| 30D | +8.6% | +11.2% | -2.6% | +3.2% |
| 3M | +1.0% | +4.5% | -3.5% | -1.4% |
| 6M | -2.6% | -12.2% | +9.6% | +2.6% |
| YTD | -0.1% | -0.1% | 0.0% | -2.8% |
| 1Y | +0.5% | -0.3% | +0.7% | -2.2% |
| 3Y | +15.3% | -8.7% | +24.0% | +15.1% |
| 5Y | -26.1% | -40.2% | +14.0% | -10.2% |
| All | +117.8% | +93.8% | +24.0% | +81.2% |
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 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