+5.3%
SRE vs BBAI
-40.5%
+45.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | -0.6% |
| 7D | -0.3% | -4.3% | +3.9% | -0.3% |
| 30D | -0.7% | -3.6% | +2.9% | -0.8% |
| 3M | -6.3% | -38.8% | +32.5% | -5.9% |
| 6M | -10.7% | -23.8% | +13.1% | -10.9% |
| YTD | -3.5% | -45.9% | +42.5% | -2.7% |
| 1Y | +5.3% | -40.8% | +46.1% | +6.2% |
| All | +5.3% | -40.5% | +45.8% | +6.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling