+59.5%
ACWI vs BBAI
-79.3%
+138.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -10.0% | +9.4% | -0.4% |
| 7D | +2.7% | -6.8% | +9.4% | +2.8% |
| 30D | -2.6% | -13.4% | +10.8% | -2.4% |
| 3M | -3.2% | -36.5% | +33.3% | -2.5% |
| 6M | +1.9% | -50.6% | +52.5% | +2.9% |
| YTD | +11.3% | -61.7% | +73.0% | +12.7% |
| 1Y | +11.7% | -71.1% | +82.8% | +13.3% |
| 3Y | +74.4% | +32.7% | +41.7% | +72.3% |
| 5Y | +59.5% | -79.2% | +138.7% | +55.9% |
| All | +59.5% | -79.3% | +138.7% | +55.9% |
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