+111.5%
SYY vs SBAC
+83.0%
+28.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.8% | +3.8% | +1.6% |
| 7D | +1.5% | -5.3% | +6.8% | +2.8% |
| 30D | -2.3% | +0.4% | -2.7% | -2.5% |
| 3M | +5.5% | -11.9% | +17.4% | +8.3% |
| 6M | -1.0% | -4.5% | +3.5% | -1.0% |
| YTD | +14.1% | -4.3% | +18.5% | +13.9% |
| 1Y | +5.6% | -3.9% | +9.4% | +5.1% |
| 3Y | +27.9% | -11.0% | +38.9% | +28.1% |
| 5Y | +22.7% | -44.1% | +66.8% | +36.7% |
| All | +111.5% | +83.0% | +28.5% | +78.9% |
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