+165.5%
B vs BBAI
+24.0%
+141.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.7% | +7.1% | 0.0% |
| 7D | -7.3% | -14.0% | +6.6% | -6.2% |
| 30D | -3.3% | -12.4% | +9.0% | -2.5% |
| 3M | -7.8% | -42.8% | +35.1% | -3.9% |
| 6M | -15.5% | -54.6% | +39.1% | -10.7% |
| YTD | -12.3% | -64.6% | +52.4% | -6.3% |
| 1Y | +5.4% | -69.9% | +75.2% | +13.2% |
| 3Y | +165.5% | +7.3% | +158.2% | +140.5% |
| All | +165.5% | +24.0% | +141.5% | +140.5% |
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