+10.0%
SONY vs BBAI
-71.3%
+81.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +1.6% |
| 7D | -2.7% | -1.7% | -1.0% | -2.7% |
| 30D | +1.5% | -12.0% | +13.5% | +1.8% |
| 3M | +13.0% | -30.7% | +43.7% | +13.7% |
| 6M | +11.2% | -30.7% | +41.9% | +11.8% |
| YTD | -6.6% | -46.9% | +40.2% | -5.8% |
| 1Y | -18.1% | -41.1% | +22.9% | -17.7% |
| 3Y | +42.1% | +65.9% | -23.8% | +38.3% |
| 5Y | +11.0% | -70.9% | +81.9% | +8.6% |
| All | +10.0% | -71.3% | +81.3% | +6.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling