+69.2%
SCHW vs BBAI
-71.8%
+141.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.7% |
| 7D | -2.8% | -5.4% | +2.6% | -2.7% |
| 30D | -0.1% | -15.3% | +15.3% | +0.3% |
| 3M | +20.6% | -29.9% | +50.4% | +21.4% |
| 6M | +15.9% | -30.7% | +46.7% | +16.5% |
| YTD | +8.5% | -47.8% | +56.3% | +9.6% |
| 1Y | +17.8% | -40.4% | +58.2% | +18.4% |
| 3Y | +88.5% | +66.9% | +21.7% | +82.4% |
| 5Y | +60.6% | -71.4% | +132.0% | +59.8% |
| All | +69.2% | -71.8% | +141.0% | +70.3% |
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