+141.1%
STT vs BBAI
-79.3%
+220.4%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -10.0% | +9.7% | -0.1% |
| 7D | +5.1% | -6.8% | +11.9% | +5.2% |
| 30D | -0.2% | -13.4% | +13.2% | 0.0% |
| 3M | -8.1% | -36.5% | +28.4% | -7.5% |
| 6M | +16.6% | -50.6% | +67.2% | +17.8% |
| YTD | +37.8% | -61.7% | +99.5% | +39.5% |
| 1Y | +46.8% | -71.1% | +118.0% | +49.1% |
| 3Y | +181.2% | +32.7% | +148.5% | +178.0% |
| 5Y | +105.1% | -79.2% | +184.4% | +107.4% |
| All | +141.1% | -79.3% | +220.4% | +143.9% |
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