-2.9%
ADSK vs BBAI
+64.9%
-67.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.4% | +0.3% |
| 7D | -2.5% | -1.7% | -0.8% | -2.4% |
| 30D | -14.9% | -12.0% | -2.9% | -14.2% |
| 3M | +3.3% | -30.7% | +34.0% | +5.4% |
| 6M | -15.7% | -30.7% | +15.0% | -14.3% |
| YTD | -28.2% | -46.9% | +18.6% | -26.3% |
| 1Y | -34.5% | -41.1% | +6.5% | -33.7% |
| 3Y | -2.9% | +65.9% | -68.8% | -15.2% |
| All | -2.9% | +64.9% | -67.8% | -15.2% |
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 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