+73.1%
UUUU vs SBAC
-9.4%
+82.5%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +2.2% | -7.2% | -4.7% |
| 7D | -10.5% | -2.1% | -8.4% | -10.7% |
| 30D | -10.5% | +2.0% | -12.5% | -10.3% |
| 3M | -14.1% | -8.3% | -5.8% | -14.9% |
| 6M | -35.5% | +0.3% | -35.8% | -35.2% |
| YTD | -10.9% | -2.2% | -8.7% | -10.5% |
| 1Y | +3.4% | -4.6% | +8.0% | +3.8% |
| 3Y | +73.1% | -8.3% | +81.4% | +78.4% |
| All | +73.1% | -9.4% | +82.5% | +78.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling