+72.4%
UBER vs SBAC
-1.2%
+73.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.5% | -1.8% |
| 7D | -5.4% | -2.1% | -3.3% | -4.9% |
| 30D | -4.9% | +2.0% | -6.9% | -5.4% |
| 3M | +3.0% | -8.3% | +11.3% | +5.1% |
| 6M | -4.4% | +0.3% | -4.7% | -5.7% |
| YTD | -12.3% | -2.2% | -10.1% | -13.2% |
| 1Y | -24.3% | -4.6% | -19.7% | -24.6% |
| 3Y | +46.4% | -8.3% | +54.7% | +43.3% |
| 5Y | +79.7% | -42.8% | +122.5% | +105.8% |
| All | +72.4% | -1.2% | +73.6% | +60.9% |
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