+147.8%
ASML vs BBAI
-76.8%
+224.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.3% | +4.9% | -0.2% |
| 7D | -2.9% | -8.3% | +5.4% | -2.6% |
| 30D | -15.2% | -2.9% | -12.3% | -15.1% |
| 3M | -12.9% | -28.2% | +15.3% | -12.0% |
| 6M | -5.0% | -44.5% | +39.5% | -3.4% |
| YTD | +41.8% | -57.0% | +98.8% | +44.8% |
| 1Y | +46.0% | -59.4% | +105.4% | +49.1% |
| 3Y | +133.5% | +48.7% | +84.8% | +129.1% |
| 5Y | +93.0% | -76.8% | +169.8% | +93.7% |
| All | +147.8% | -76.8% | +224.6% | +148.6% |
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