+258.8%
STLD vs BBAI
-77.8%
+336.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -11.1% | -14.6% | +3.5% | -10.8% |
| 30D | -4.8% | -11.6% | +6.8% | -4.5% |
| 3M | -14.6% | -26.2% | +11.7% | -14.0% |
| 6M | -7.4% | -49.2% | +41.8% | -6.1% |
| YTD | +32.6% | -58.9% | +91.5% | +34.8% |
| 1Y | +47.3% | -60.8% | +108.1% | +49.7% |
| 3Y | +107.5% | +51.0% | +56.5% | +100.8% |
| All | +258.8% | -77.8% | +336.6% | +250.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling