+1,218.8%
URI vs SBAC
+97.3%
+1,121.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.5% | +6.4% | +6.7% |
| 7D | -4.0% | +3.0% | -7.0% | -5.0% |
| 30D | +6.8% | +4.3% | +2.5% | +5.2% |
| 3M | -2.8% | +4.1% | -7.0% | -4.5% |
| 6M | +20.9% | -11.6% | +32.5% | +24.2% |
| YTD | +40.2% | +0.4% | +39.9% | +37.1% |
| 1Y | +34.1% | -1.1% | +35.2% | +31.7% |
| 3Y | +164.1% | -7.3% | +171.4% | +157.9% |
| 5Y | +199.3% | -40.8% | +240.1% | +240.1% |
| 10Y | +1,218.8% | +103.0% | +1,115.9% | +1,039.8% |
| All | +1,218.8% | +97.3% | +1,121.6% | +1,039.8% |
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