+26.6%
SHOP vs BBAI
-70.8%
+97.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | -0.4% |
| 7D | -5.1% | -4.3% | -0.8% | -4.9% |
| 30D | +0.6% | -3.6% | +4.2% | +0.8% |
| 3M | +25.0% | -38.8% | +63.8% | +27.9% |
| 6M | +11.9% | -23.8% | +35.7% | +13.1% |
| YTD | -9.9% | -45.9% | +36.1% | -7.6% |
| 1Y | 0.0% | -40.8% | +40.7% | +1.5% |
| 3Y | +117.5% | +69.8% | +47.7% | +105.2% |
| 5Y | -6.6% | -70.3% | +63.7% | -2.2% |
| All | +26.6% | -70.8% | +97.4% | +31.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling