+376.7%
STLD vs BBAI
-75.5%
+452.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +10.4% | -8.3% | +1.8% |
| 7D | -9.7% | -5.0% | -4.6% | -9.6% |
| 30D | -4.5% | +2.5% | -7.0% | -4.6% |
| 3M | -13.1% | -25.1% | +12.0% | -12.6% |
| 6M | -2.8% | -41.4% | +38.6% | -1.7% |
| YTD | +35.3% | -54.6% | +90.0% | +37.2% |
| 1Y | +51.4% | -56.9% | +108.2% | +53.5% |
| 3Y | +117.9% | +59.1% | +58.9% | +110.5% |
| 5Y | +272.6% | -75.4% | +348.0% | +264.8% |
| All | +376.7% | -75.5% | +452.2% | +376.0% |
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