+8.8%
UUUU vs SBAC
-4.6%
+13.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -2.8% | -3.5% | -6.9% |
| 7D | -5.0% | -5.3% | +0.3% | -6.1% |
| 30D | -7.8% | +0.4% | -8.2% | -7.7% |
| 3M | -0.4% | -11.9% | +11.5% | -3.2% |
| 6M | -32.9% | -4.5% | -28.4% | -34.6% |
| YTD | -6.3% | -4.3% | -1.9% | -7.3% |
| All | +8.8% | -4.6% | +13.4% | +10.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling