-26.3%
ADSK vs BBAI
-71.3%
+45.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.4% | +0.3% |
| 7D | -2.5% | -1.7% | -0.8% | -2.5% |
| 30D | -14.9% | -12.0% | -2.9% | -14.6% |
| 3M | +3.3% | -30.7% | +34.0% | +4.1% |
| 6M | -15.7% | -30.7% | +15.0% | -15.2% |
| YTD | -28.2% | -46.9% | +18.6% | -27.5% |
| 1Y | -34.5% | -41.1% | +6.5% | -34.2% |
| 3Y | -2.9% | +65.9% | -68.8% | -5.5% |
| 5Y | -25.3% | -70.9% | +45.5% | -25.1% |
| All | -26.3% | -71.3% | +45.0% | -26.7% |
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 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