+156.1%
ALL vs BBAI
+79.1%
+77.0%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.0% | +0.7% | -1.4% |
| 7D | 0.0% | -4.3% | +4.3% | 0.0% |
| 30D | -1.5% | -3.6% | +2.1% | -1.5% |
| 3M | +23.6% | -38.8% | +62.4% | +23.4% |
| 6M | +22.3% | -23.8% | +46.1% | +22.2% |
| YTD | +26.5% | -45.9% | +72.4% | +26.4% |
| 1Y | +27.0% | -40.8% | +67.8% | +26.8% |
| All | +156.1% | +79.1% | +77.0% | +156.8% |
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