+86.2%
SU vs BBAI
-56.6%
+142.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.2% | -5.7% | -4.5% |
| 7D | -7.1% | +4.1% | -11.2% | -7.1% |
| 30D | +4.8% | -1.9% | +6.7% | +5.0% |
| 3M | +12.5% | -18.7% | +31.2% | +12.9% |
| 6M | +6.5% | -38.6% | +45.1% | +7.8% |
| YTD | +65.8% | -52.6% | +118.4% | +69.9% |
| 1Y | +86.2% | -55.3% | +141.5% | +90.6% |
| All | +86.2% | -56.6% | +142.8% | +90.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling