+41.3%
SRE vs BBAI
-80.9%
+122.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -7.7% | +8.4% | +0.7% |
| 7D | +1.8% | -14.0% | +15.7% | +1.8% |
| 30D | -3.0% | -12.4% | +9.4% | -3.0% |
| 3M | -7.3% | -42.8% | +35.6% | -7.1% |
| 6M | -11.9% | -54.6% | +42.7% | -11.7% |
| YTD | -7.9% | -64.6% | +56.8% | -7.7% |
| 1Y | -11.1% | -69.9% | +58.7% | -10.9% |
| 3Y | +24.8% | +7.3% | +17.5% | +25.3% |
| 5Y | +52.4% | -80.8% | +133.2% | +50.9% |
| All | +41.3% | -80.9% | +122.2% | +40.8% |
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