+82.7%
ASML vs BBAI
-80.9%
+163.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.7% | +7.6% | +0.1% |
| 7D | +4.9% | -14.0% | +18.9% | +5.5% |
| 30D | -9.3% | -12.4% | +3.1% | -8.9% |
| 3M | -19.0% | -42.8% | +23.8% | -17.6% |
| 6M | -5.2% | -54.6% | +49.4% | -3.0% |
| YTD | +40.6% | -64.6% | +105.2% | +44.5% |
| 1Y | +47.5% | -69.9% | +117.4% | +52.1% |
| 3Y | +133.9% | +7.3% | +126.6% | +131.1% |
| All | +82.7% | -80.9% | +163.6% | +73.0% |
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 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