+92.4%
SPOT vs BBAI
-71.3%
+163.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | +0.7% |
| 7D | -3.1% | -1.7% | -1.4% | -3.0% |
| 30D | +7.4% | -12.0% | +19.3% | +7.7% |
| 3M | +8.2% | -30.7% | +38.9% | +9.0% |
| 6M | +2.2% | -30.7% | +32.9% | +2.8% |
| YTD | -9.5% | -46.9% | +37.4% | -8.5% |
| 1Y | -23.8% | -41.1% | +17.2% | -23.5% |
| 3Y | +233.5% | +65.9% | +167.6% | +226.7% |
| 5Y | +112.2% | -70.9% | +183.1% | +117.3% |
| All | +92.4% | -71.3% | +163.7% | +92.7% |
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 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