+85.6%
SCHG vs BBAI
+64.9%
+20.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.7% |
| 7D | -1.0% | -1.7% | +0.7% | -0.9% |
| 30D | -1.3% | -12.0% | +10.7% | -0.5% |
| 3M | +5.4% | -30.7% | +36.1% | +7.7% |
| 6M | +14.4% | -30.7% | +45.1% | +16.4% |
| YTD | +8.0% | -46.9% | +54.9% | +11.2% |
| 1Y | +12.7% | -41.1% | +53.8% | +14.4% |
| 3Y | +85.6% | +65.9% | +19.7% | +65.0% |
| All | +85.6% | +64.9% | +20.7% | +65.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling