-31.2%
SUI vs SBAC
-43.7%
+12.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.7% | +0.1% |
| 7D | -2.8% | -0.8% | -2.0% | -2.5% |
| 30D | -1.2% | +6.9% | -8.1% | -4.1% |
| 3M | -1.7% | -8.2% | +6.5% | +1.7% |
| 6M | -10.5% | -1.6% | -8.8% | -11.3% |
| YTD | -1.8% | -0.1% | -1.7% | -3.8% |
| 1Y | -4.1% | -0.5% | -3.6% | -6.0% |
| 3Y | +11.3% | -9.1% | +20.3% | +11.6% |
| All | -31.2% | -43.7% | +12.5% | -11.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling