+81.6%
ACWI vs BBAI
-70.8%
+152.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +1.1% | -1.0% | +2.1% | +1.1% |
| 30D | -0.2% | -10.7% | +10.5% | 0.0% |
| 3M | +4.7% | -32.3% | +36.9% | +5.3% |
| 6M | +14.5% | -31.3% | +45.8% | +15.0% |
| YTD | +14.6% | -45.9% | +60.5% | +15.4% |
| 1Y | +21.4% | -40.0% | +61.5% | +21.9% |
| 3Y | +77.6% | +72.8% | +4.8% | +74.6% |
| 5Y | +68.1% | -70.4% | +138.4% | +64.4% |
| All | +81.6% | -70.8% | +152.4% | +77.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling