+417.4%
WDC vs SBAC
-3.2%
+420.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.1% | +6.9% | +5.6% |
| 7D | +1.7% | -0.8% | +2.5% | +1.6% |
| 30D | -10.0% | +6.9% | -16.9% | -8.2% |
| 3M | -18.8% | -8.2% | -10.5% | -18.3% |
| 6M | +79.0% | -1.6% | +80.7% | +81.8% |
| YTD | +171.6% | -0.1% | +171.7% | +178.2% |
| 1Y | +417.4% | -0.5% | +417.8% | +440.6% |
| All | +417.4% | -3.2% | +420.6% | +440.6% |
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 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