+149.4%
B vs BBAI
-70.8%
+220.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | +2.3% | -1.0% | +3.3% | +2.3% |
| 30D | +1.4% | -10.7% | +12.1% | +1.6% |
| 3M | +12.2% | -32.3% | +44.4% | +13.0% |
| 6M | -2.1% | -31.3% | +29.2% | -1.5% |
| YTD | +2.9% | -45.9% | +48.9% | +4.0% |
| 1Y | +55.3% | -40.0% | +95.3% | +56.5% |
| 3Y | +198.7% | +72.8% | +125.9% | +195.0% |
| 5Y | +153.8% | -70.4% | +224.1% | +151.7% |
| All | +149.4% | -70.8% | +220.2% | +144.7% |
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