+82.5%
UBER vs SBAC
-43.9%
+126.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.1% | -3.4% |
| 7D | -2.8% | -0.1% | -2.7% | -2.8% |
| 30D | -2.5% | +3.2% | -5.8% | -3.3% |
| 3M | +4.4% | -5.1% | +9.4% | +5.3% |
| 6M | -2.7% | -2.1% | -0.6% | -3.1% |
| YTD | -10.5% | -0.5% | -10.0% | -11.6% |
| 1Y | -22.5% | +1.1% | -23.6% | -23.9% |
| 3Y | +54.8% | -7.4% | +62.2% | +51.0% |
| 5Y | +82.5% | -44.3% | +126.8% | +117.3% |
| All | +82.5% | -43.9% | +126.5% | +117.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling