+452.0%
TEAM vs SBAC
+111.6%
+340.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.4% |
| 7D | -16.9% | -2.7% | -14.2% | -15.9% |
| 30D | -26.8% | +3.3% | -30.1% | -27.8% |
| 3M | -1.9% | +3.3% | -5.2% | -3.6% |
| 6M | +79.2% | -10.9% | +90.1% | +86.0% |
| YTD | -6.1% | -1.0% | -5.1% | -8.9% |
| 1Y | -2.1% | -4.5% | +2.4% | -3.5% |
| 3Y | -13.6% | -8.7% | -4.9% | -17.3% |
| 5Y | -65.8% | -40.6% | -25.2% | -58.5% |
| All | +452.0% | +111.6% | +340.3% | +344.4% |
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