+97.0%
UUUU vs SBAC
-45.4%
+142.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -2.8% | -3.5% | -5.7% |
| 7D | -5.0% | -5.3% | +0.3% | -3.8% |
| 30D | -7.8% | +0.4% | -8.2% | -7.8% |
| 3M | -0.4% | -11.9% | +11.5% | +2.3% |
| 6M | -32.9% | -4.5% | -28.4% | -33.1% |
| YTD | -6.3% | -4.3% | -1.9% | -7.3% |
| 1Y | +7.9% | -3.9% | +11.8% | +6.2% |
| 3Y | +85.2% | -11.0% | +96.2% | +76.1% |
| 5Y | +97.0% | -44.1% | +141.0% | +141.1% |
| All | +97.0% | -45.4% | +142.3% | +141.1% |
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