+174.8%
SPG vs BBAI
-76.8%
+251.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.3% | +5.9% | +0.7% |
| 7D | +5.6% | -8.3% | +13.9% | +5.7% |
| 30D | +17.6% | -2.9% | +20.5% | +17.6% |
| 3M | +7.5% | -28.2% | +35.6% | +8.0% |
| 6M | +18.5% | -44.5% | +63.0% | +19.5% |
| YTD | +30.9% | -57.0% | +88.0% | +32.3% |
| 1Y | +34.1% | -59.4% | +93.5% | +35.4% |
| 3Y | +135.5% | +48.7% | +86.8% | +128.7% |
| 5Y | +86.5% | -76.8% | +163.3% | +71.7% |
| All | +174.8% | -76.8% | +251.6% | +153.5% |
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