+1,535.7%
SUI vs SBAC
+2,207.9%
-672.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.4% | -1.2% |
| 7D | +6.2% | +1.2% | +5.0% | +6.0% |
| 30D | +8.6% | +11.2% | -2.6% | +7.0% |
| 3M | +1.0% | +4.5% | -3.5% | +0.3% |
| 6M | -2.6% | -12.2% | +9.6% | -1.0% |
| YTD | -0.1% | -0.1% | 0.0% | -0.7% |
| 1Y | +0.5% | -0.3% | +0.7% | -0.1% |
| 3Y | +15.3% | -8.7% | +24.0% | +15.9% |
| 5Y | -26.1% | -40.2% | +14.0% | -21.7% |
| 10Y | +117.8% | +97.3% | +20.5% | +102.5% |
| All | +1,535.7% | +2,207.9% | -672.2% | +1,158.5% |
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 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