+5.4%
SRE vs BBAI
-42.1%
+47.5%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -6.9% |
| 6M | -8.4% | -30.7% | +22.3% | -8.5% |
| YTD | -3.5% | -47.8% | +44.3% | -2.8% |
| 1Y | +5.4% | -40.4% | +45.8% | +7.1% |
| All | +5.4% | -42.1% | +47.5% | +7.1% |
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