-4.9%
SHOP vs BBAI
-56.6%
+51.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.2% | +6.2% | +7.1% |
| 7D | -9.0% | +4.1% | -13.1% | -9.8% |
| 30D | -4.4% | -1.9% | -2.5% | -4.3% |
| 3M | +24.1% | -18.7% | +42.8% | +29.1% |
| 6M | +20.0% | -38.6% | +58.6% | +32.5% |
| YTD | -4.9% | -52.6% | +47.7% | +6.8% |
| 1Y | -4.9% | -55.3% | +50.4% | +6.3% |
| All | -4.9% | -56.6% | +51.7% | +6.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling