+31.8%
A vs BBAI
+79.7%
-47.9%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | -2.1% | -1.0% | -1.0% | -2.0% |
| 30D | +0.6% | -10.7% | +11.3% | +1.2% |
| 3M | +10.9% | -32.3% | +43.1% | +13.1% |
| 6M | +28.2% | -31.3% | +59.4% | +30.3% |
| YTD | +8.6% | -45.9% | +54.5% | +11.4% |
| 1Y | +15.5% | -40.0% | +55.6% | +17.1% |
| 3Y | +31.8% | +72.8% | -41.0% | +12.1% |
| All | +31.8% | +79.7% | -47.9% | +12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling