+72.0%
SGI vs BBAI
+49.4%
+22.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.4% |
| 7D | -10.5% | -10.2% | -0.3% | -9.7% |
| 30D | +0.1% | 0.0% | +0.1% | 0.0% |
| 3M | -4.0% | -30.9% | +27.0% | -1.3% |
| 6M | -5.6% | -46.8% | +41.1% | -1.5% |
| YTD | -29.5% | -57.4% | +27.9% | -25.8% |
| 1Y | -31.5% | -62.0% | +30.5% | -27.7% |
| All | +72.0% | +49.4% | +22.6% | +41.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling