+0.2%
SW vs BBAI
-77.0%
+77.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.7% |
| 7D | -2.6% | -10.2% | +7.6% | -2.3% |
| 30D | +7.2% | 0.0% | +7.2% | +7.1% |
| 3M | -10.5% | -30.9% | +20.5% | -9.7% |
| 6M | +9.9% | -46.8% | +56.6% | +11.5% |
| YTD | +17.2% | -57.4% | +74.6% | +19.3% |
| 1Y | +26.5% | -62.0% | +88.5% | +28.8% |
| 3Y | +47.7% | +47.4% | +0.2% | +42.1% |
| 5Y | +0.2% | -77.0% | +77.2% | -2.7% |
| All | +0.2% | -77.0% | +77.2% | -2.7% |
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 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