+69.1%
SCHW vs BBAI
-71.3%
+140.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.8% | -0.1% |
| 7D | -1.9% | -1.7% | -0.2% | -1.8% |
| 30D | -1.6% | -12.0% | +10.3% | -1.4% |
| 3M | +21.3% | -30.7% | +51.9% | +22.1% |
| 6M | +16.5% | -30.7% | +47.2% | +17.1% |
| YTD | +8.4% | -46.9% | +55.3% | +9.4% |
| 1Y | +15.6% | -41.1% | +56.7% | +16.2% |
| 3Y | +86.8% | +65.9% | +21.0% | +80.7% |
| 5Y | +60.5% | -70.9% | +131.4% | +59.6% |
| All | +69.1% | -71.3% | +140.4% | +70.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling