+2,025.3%
STRL vs BBAI
-70.8%
+2,096.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -2.0% | +7.8% | +5.9% |
| 7D | +3.4% | -4.3% | +7.7% | +3.6% |
| 30D | -9.2% | -3.6% | -5.6% | -9.1% |
| 3M | -51.0% | -38.8% | -12.3% | -49.8% |
| 6M | +15.8% | -23.8% | +39.5% | +17.2% |
| YTD | +58.9% | -45.9% | +104.8% | +63.1% |
| 1Y | +68.5% | -40.8% | +109.3% | +72.2% |
| 3Y | +485.2% | +69.8% | +415.4% | +465.8% |
| 5Y | +2,005.1% | -70.3% | +2,075.4% | +1,995.7% |
| All | +2,025.3% | -70.8% | +2,096.1% | +2,020.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling