+85.7%
SCHG vs BBAI
-70.8%
+156.5%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.8% |
| 7D | -1.0% | -1.7% | +0.7% | -1.0% |
| 30D | -1.3% | -12.0% | +10.7% | -1.0% |
| 3M | +5.4% | -30.7% | +36.1% | +6.2% |
| 6M | +14.4% | -30.7% | +45.1% | +15.1% |
| YTD | +8.0% | -46.9% | +54.9% | +9.0% |
| 1Y | +12.7% | -41.1% | +53.8% | +13.3% |
| 3Y | +85.6% | +65.9% | +19.7% | +82.2% |
| All | +85.7% | -70.8% | +156.5% | +81.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling