-67.9%
SE vs BBAI
-80.9%
+13.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -7.7% | +8.9% | +1.4% |
| 7D | -0.5% | -14.0% | +13.5% | +0.1% |
| 30D | -20.9% | -12.4% | -8.5% | -20.6% |
| 3M | -38.9% | -42.8% | +3.9% | -37.6% |
| 6M | -19.4% | -54.6% | +35.2% | -17.2% |
| YTD | -40.9% | -64.6% | +23.7% | -38.9% |
| 1Y | -46.2% | -69.9% | +23.7% | -44.1% |
| 3Y | +63.7% | +7.3% | +56.4% | +58.6% |
| 5Y | -77.9% | -80.8% | +2.9% | -77.4% |
| All | -67.9% | -80.9% | +13.0% | -67.6% |
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