+65.8%
SCHD vs BBAI
-71.7%
+137.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.9% |
| 7D | -2.6% | -4.1% | +1.4% | -2.6% |
| 30D | -0.3% | -12.4% | +12.1% | -0.2% |
| 3M | +6.1% | -29.1% | +35.2% | +6.3% |
| 6M | +11.7% | -32.6% | +44.3% | +11.9% |
| YTD | +26.3% | -47.6% | +73.9% | +26.8% |
| 1Y | +28.8% | -41.0% | +69.8% | +28.9% |
| 3Y | +55.0% | +67.5% | -12.4% | +53.2% |
| 5Y | +60.0% | -71.3% | +131.3% | +56.4% |
| All | +65.8% | -71.7% | +137.5% | +62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 all: compounded portfolio wealth divided by compounded BBAI 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…
all analysis · Full analysis span regression · 6 months rolling