+992.6%
WDC vs SBAC
-43.9%
+1,036.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.2% |
| 7D | +6.0% | -0.1% | +6.1% | +6.0% |
| 30D | +9.9% | +3.2% | +6.7% | +9.6% |
| 3M | -9.4% | -5.1% | -4.3% | -9.0% |
| 6M | +94.7% | -2.1% | +96.8% | +94.0% |
| YTD | +177.4% | -0.5% | +177.9% | +175.1% |
| 1Y | +412.6% | +1.1% | +411.5% | +406.4% |
| 3Y | +1,359.8% | -7.4% | +1,367.2% | +1,325.3% |
| 5Y | +992.6% | -44.3% | +1,036.9% | +1,144.6% |
| All | +992.6% | -43.9% | +1,036.5% | +1,144.6% |
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 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