+400.7%
STLD vs BBAI
-77.0%
+477.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.2% |
| 7D | -0.5% | -10.2% | +9.7% | -0.2% |
| 30D | -0.1% | 0.0% | -0.1% | -0.1% |
| 3M | -9.2% | -30.9% | +21.8% | -8.4% |
| 6M | +1.8% | -46.8% | +48.5% | +3.1% |
| YTD | +42.1% | -57.4% | +99.5% | +44.4% |
| 1Y | +58.5% | -62.0% | +120.6% | +61.2% |
| 3Y | +128.2% | +47.4% | +80.8% | +120.8% |
| 5Y | +288.2% | -77.0% | +365.2% | +280.5% |
| All | +400.7% | -77.0% | +477.7% | +400.6% |
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