+168.2%
STT vs BBAI
-70.8%
+239.0%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.2% |
| 7D | +0.5% | -4.3% | +4.7% | +0.6% |
| 30D | +3.9% | -3.6% | +7.5% | +3.9% |
| 3M | +20.0% | -38.8% | +58.7% | +20.8% |
| 6M | +55.3% | -23.8% | +79.1% | +55.7% |
| YTD | +53.3% | -45.9% | +99.3% | +54.4% |
| 1Y | +74.7% | -40.8% | +115.5% | +75.4% |
| 3Y | +205.8% | +69.8% | +136.1% | +200.8% |
| 5Y | +145.0% | -70.3% | +215.3% | +145.7% |
| All | +168.2% | -70.8% | +239.0% | +169.9% |
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 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