-11.6%
SHOP vs BBAI
-42.0%
+30.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.1% | -2.4% | -4.9% |
| 7D | -10.6% | -4.1% | -6.6% | -9.9% |
| 30D | -18.3% | -12.4% | -5.9% | -16.3% |
| 3M | +14.8% | -29.1% | +43.9% | +21.9% |
| 6M | -5.0% | -32.6% | +27.6% | +0.7% |
| YTD | -21.2% | -47.6% | +26.4% | -14.4% |
| 1Y | -11.6% | -41.0% | +29.4% | -0.5% |
| All | -11.6% | -42.0% | +30.4% | -0.5% |
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 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