+146.0%
ALL vs BBAI
-75.5%
+221.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +10.4% | -10.8% | -0.4% |
| 7D | -3.9% | -5.0% | +1.2% | -3.9% |
| 30D | +10.6% | +2.5% | +8.1% | +10.6% |
| 3M | -4.6% | -25.1% | +20.5% | -4.6% |
| 6M | +20.2% | -41.4% | +61.6% | +20.2% |
| YTD | +23.7% | -54.6% | +78.3% | +23.8% |
| 1Y | +27.9% | -56.9% | +84.8% | +28.0% |
| 3Y | +109.2% | +59.1% | +50.1% | +107.9% |
| 5Y | +148.0% | -75.4% | +223.4% | +154.7% |
| All | +146.0% | -75.5% | +221.5% | +153.0% |
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