-24.5%
ADSK vs BBAI
-70.8%
+46.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% |
| All | -24.5% | -70.8% | +46.3% | -26.1% |
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