+112.6%
SPOT vs BBAI
-71.3%
+183.9%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | -1.0% |
| 7D | -6.5% | -4.1% | -2.4% | -6.4% |
| 30D | +2.2% | -12.4% | +14.6% | +2.5% |
| 3M | +5.4% | -29.1% | +34.5% | +6.2% |
| 6M | -4.0% | -32.6% | +28.6% | -3.4% |
| YTD | -9.9% | -47.6% | +37.7% | -8.9% |
| 1Y | -27.3% | -41.0% | +13.8% | -26.9% |
| 3Y | +236.4% | +67.5% | +168.9% | +229.7% |
| 5Y | +112.6% | -71.3% | +183.9% | +119.4% |
| All | +112.6% | -71.3% | +183.9% | +119.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling