+82.5%
ACWI vs BBAI
-70.8%
+153.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | 0.0% |
| 7D | +0.5% | -4.3% | +4.8% | +0.6% |
| 30D | +0.9% | -3.6% | +4.5% | +0.9% |
| 3M | +2.4% | -38.8% | +41.2% | +3.1% |
| 6M | +12.4% | -23.8% | +36.1% | +12.7% |
| YTD | +15.2% | -45.9% | +61.1% | +15.9% |
| 1Y | +22.7% | -40.8% | +63.5% | +23.2% |
| 3Y | +75.8% | +69.8% | +6.0% | +72.8% |
| 5Y | +67.7% | -70.3% | +138.0% | +64.1% |
| All | +82.5% | -70.8% | +153.3% | +78.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling