+402.2%
STLD vs BBAI
-70.8%
+473.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +2.7% | -1.0% | +3.7% | +2.7% |
| 30D | -8.4% | -10.7% | +2.3% | -8.2% |
| 3M | -9.9% | -32.3% | +22.4% | -9.1% |
| 6M | +33.0% | -31.3% | +64.3% | +33.9% |
| YTD | +42.6% | -45.9% | +88.5% | +44.1% |
| 1Y | +80.8% | -40.0% | +120.8% | +81.8% |
| 3Y | +143.4% | +72.8% | +70.6% | +134.4% |
| 5Y | +293.4% | -70.4% | +363.8% | +286.3% |
| All | +402.2% | -70.8% | +473.0% | +399.7% |
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