+66.3%
WDC vs SBAC
+0.4%
+65.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | 0.0% |
| 7D | -16.7% | +3.6% | -20.4% | -15.7% |
| 30D | -27.2% | +4.9% | -32.1% | -25.7% |
| 3M | -34.0% | +6.5% | -40.5% | -32.2% |
| 6M | -39.7% | -11.1% | -28.6% | -38.3% |
| YTD | +68.1% | +0.9% | +67.1% | +74.3% |
| 1Y | +66.3% | -1.6% | +67.9% | +73.5% |
| All | +66.3% | +0.4% | +65.9% | +73.5% |
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