+12.0%
WBD vs SBAC
+83.0%
-71.0%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.8% | +3.9% | +1.7% |
| 7D | -0.6% | -5.3% | +4.7% | +0.6% |
| 30D | +4.2% | +0.4% | +3.8% | +4.0% |
| 3M | +7.5% | -11.9% | +19.4% | +10.3% |
| 6M | +1.6% | -4.5% | +6.1% | +1.5% |
| YTD | -2.2% | -4.3% | +2.2% | -2.5% |
| 1Y | +124.9% | -3.9% | +128.8% | +124.0% |
| 3Y | +149.1% | -11.0% | +160.1% | +149.6% |
| 5Y | +7.8% | -44.1% | +51.9% | +16.0% |
| All | +12.0% | +83.0% | -71.0% | +1.9% |
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