+1,150.0%
URI vs SBAC
+78.4%
+1,071.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +1.9% |
| 7D | -2.0% | -0.8% | -1.2% | -1.8% |
| 30D | -12.9% | +6.9% | -19.9% | -14.7% |
| 3M | -6.7% | -8.2% | +1.5% | -4.8% |
| 6M | +19.0% | -1.6% | +20.6% | +18.1% |
| YTD | +25.5% | -0.1% | +25.6% | +23.4% |
| 1Y | +5.5% | -0.5% | +6.0% | +3.8% |
| 3Y | +111.3% | -9.1% | +120.4% | +108.5% |
| 5Y | +198.6% | -43.8% | +242.3% | +245.0% |
| All | +1,150.0% | +78.4% | +1,071.6% | +1,102.6% |
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