+11.0%
SHW vs BBAI
-79.3%
+90.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -10.0% | +8.8% | -1.1% |
| 7D | +0.7% | -6.8% | +7.4% | +0.7% |
| 30D | +8.4% | -13.4% | +21.8% | +8.6% |
| 3M | -2.2% | -36.5% | +34.3% | -1.8% |
| 6M | +13.3% | -50.6% | +63.9% | +14.0% |
| YTD | +9.2% | -61.7% | +70.9% | +10.0% |
| 1Y | +2.9% | -71.1% | +74.0% | +3.8% |
| 3Y | +41.1% | +32.7% | +8.4% | +39.4% |
| 5Y | +11.0% | -79.2% | +90.2% | +4.7% |
| All | +11.0% | -79.3% | +90.2% | +4.7% |
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 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