-29.4%
STZ vs BBAI
-77.8%
+48.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +4.9% | -14.6% | +19.5% | +4.9% |
| 30D | +20.9% | -11.6% | +32.4% | +20.9% |
| 3M | +8.0% | -26.2% | +34.2% | +8.0% |
| 6M | -5.3% | -49.2% | +43.9% | -5.3% |
| YTD | +5.9% | -58.9% | +64.8% | +6.0% |
| 1Y | +14.2% | -60.8% | +75.0% | +14.3% |
| 3Y | -37.0% | +51.0% | -88.0% | -37.1% |
| All | -29.4% | -77.8% | +48.4% | -29.9% |
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 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