+42.0%
SPGI vs BBAI
-75.5%
+117.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +10.4% | -9.7% | +0.6% |
| 7D | -0.9% | -5.0% | +4.2% | -0.8% |
| 30D | +15.5% | +2.5% | +13.0% | +15.5% |
| 3M | +15.7% | -25.1% | +40.7% | +15.9% |
| 6M | +19.1% | -41.4% | +60.5% | +19.5% |
| YTD | -4.1% | -54.6% | +50.6% | -3.6% |
| 1Y | +1.2% | -56.9% | +58.1% | +1.6% |
| 3Y | +31.6% | +59.1% | -27.5% | +30.0% |
| 5Y | +12.4% | -75.4% | +87.9% | +9.2% |
| All | +42.0% | -75.5% | +117.5% | +38.0% |
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