+502.9%
TEAM vs SBAC
+78.4%
+424.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.8% | +1.2% |
| 7D | -4.7% | +0.2% | -4.8% | -4.7% |
| 30D | +17.0% | +3.9% | +13.2% | +15.4% |
| 3M | +85.9% | -8.2% | +94.1% | +91.9% |
| 6M | +116.7% | -2.8% | +119.4% | +114.8% |
| YTD | +9.6% | -1.5% | +11.2% | +7.1% |
| 1Y | -2.5% | 0.0% | -2.6% | -5.7% |
| 3Y | -14.0% | -8.4% | -5.6% | -17.8% |
| 5Y | -53.1% | -43.5% | -9.5% | -41.9% |
| 10Y | +502.9% | +86.9% | +416.0% | +407.9% |
| All | +502.9% | +78.4% | +424.5% | +407.9% |
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