+301.2%
SU vs BBAI
-71.7%
+372.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.1% | +4.7% | +1.7% |
| 7D | +1.6% | -4.1% | +5.6% | +1.6% |
| 30D | +10.7% | -12.4% | +23.1% | +10.9% |
| 3M | +13.5% | -29.1% | +42.6% | +14.0% |
| 6M | +21.8% | -32.6% | +54.4% | +22.3% |
| YTD | +58.8% | -47.6% | +106.4% | +60.0% |
| 1Y | +72.0% | -41.0% | +113.1% | +72.6% |
| 3Y | +121.7% | +67.5% | +54.3% | +114.7% |
| 5Y | +350.4% | -71.3% | +421.7% | +363.5% |
| All | +301.2% | -71.7% | +372.9% | +310.7% |
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