+27.1%
SW vs BBAI
-62.0%
+89.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -13.3% | +11.8% | -0.2% |
| 7D | +4.7% | -16.9% | +21.5% | +6.5% |
| 30D | +5.0% | -14.0% | +19.0% | +6.3% |
| 3M | -7.3% | -26.7% | +19.4% | -4.8% |
| 6M | +15.0% | -46.4% | +61.4% | +20.5% |
| YTD | +18.5% | -58.9% | +77.4% | +24.3% |
| 1Y | +27.1% | -63.8% | +90.9% | +33.5% |
| All | +27.1% | -62.0% | +89.1% | +33.5% |
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