+1,507.8%
SUI vs SBAC
+2,208.1%
-700.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.7% | -0.2% |
| 7D | -2.8% | -0.8% | -2.0% | -2.7% |
| 30D | -1.2% | +6.9% | -8.1% | -2.1% |
| 3M | -1.7% | -8.2% | +6.5% | -0.7% |
| 6M | -10.5% | -1.6% | -8.8% | -10.7% |
| YTD | -1.8% | -0.1% | -1.7% | -2.3% |
| 1Y | -4.1% | -0.5% | -3.6% | -4.5% |
| 3Y | +11.3% | -9.1% | +20.3% | +11.9% |
| 5Y | -32.1% | -43.8% | +11.7% | -27.4% |
| 10Y | +110.4% | +80.5% | +29.9% | +97.6% |
| All | +1,507.8% | +2,208.1% | -700.4% | +1,137.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling