+48.0%
SRE vs BBAI
-71.8%
+119.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.2% |
| 7D | -0.7% | -5.4% | +4.7% | -0.7% |
| 30D | -1.7% | -15.3% | +13.6% | -1.7% |
| 3M | -7.1% | -29.9% | +22.8% | -7.0% |
| 6M | -8.4% | -30.7% | +22.3% | -8.3% |
| YTD | -3.5% | -47.8% | +44.3% | -3.4% |
| 1Y | +5.4% | -40.4% | +45.8% | +5.5% |
| 3Y | +29.5% | +66.9% | -37.3% | +29.9% |
| 5Y | +48.3% | -71.4% | +119.7% | +47.1% |
| All | +48.0% | -71.8% | +119.8% | +47.3% |
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