-9.3%
SHOP vs BBAI
-70.3%
+61.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | 0.0% | -7.6% | -7.6% |
| 7D | -4.1% | -1.0% | -3.1% | -4.0% |
| 30D | -11.5% | -10.7% | -0.8% | -11.0% |
| 3M | +21.1% | -32.3% | +53.3% | +23.2% |
| 6M | +3.0% | -31.3% | +34.3% | +4.6% |
| YTD | -16.7% | -45.9% | +29.2% | -14.6% |
| 1Y | -8.3% | -40.0% | +31.8% | -6.9% |
| 3Y | +112.8% | +72.8% | +40.0% | +100.7% |
| 5Y | -9.3% | -70.4% | +61.1% | -5.9% |
| All | -9.3% | -70.3% | +61.0% | -5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling