+173.4%
SFM vs BBAI
-71.7%
+245.1%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.1% | -0.9% | -3.9% |
| 7D | -7.2% | -4.1% | -3.1% | -7.1% |
| 30D | -14.3% | -12.4% | -1.9% | -14.2% |
| 3M | -13.7% | -29.1% | +15.3% | -13.5% |
| 6M | -6.0% | -32.6% | +26.6% | -5.8% |
| YTD | -8.2% | -47.6% | +39.4% | -7.9% |
| 1Y | -46.2% | -41.0% | -5.2% | -46.2% |
| 3Y | +83.6% | +67.5% | +16.1% | +82.4% |
| 5Y | +212.7% | -71.3% | +284.0% | +197.4% |
| All | +173.4% | -71.7% | +245.1% | +158.0% |
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 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