+139.7%
SPG vs BBAI
-71.7%
+211.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.1% | +0.6% | -2.4% |
| 7D | -1.7% | -4.1% | +2.4% | -1.6% |
| 30D | -6.3% | -12.4% | +6.1% | -6.1% |
| 3M | -2.4% | -29.1% | +26.6% | -2.0% |
| 6M | +9.6% | -32.6% | +42.3% | +10.1% |
| YTD | +14.2% | -47.6% | +61.8% | +15.1% |
| 1Y | +19.3% | -41.0% | +60.3% | +19.6% |
| 3Y | +106.7% | +67.5% | +39.3% | +100.2% |
| 5Y | +104.2% | -71.3% | +175.5% | +88.2% |
| All | +139.7% | -71.7% | +211.4% | +120.5% |
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 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