-60.1%
BBWI vs BBAI
-71.8%
+11.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.5% |
| 7D | -8.0% | -5.4% | -2.6% | -7.9% |
| 30D | -6.6% | -15.3% | +8.7% | -6.3% |
| 3M | -2.7% | -29.9% | +27.1% | -2.0% |
| 6M | -12.8% | -30.7% | +17.9% | -12.2% |
| YTD | -10.5% | -47.8% | +37.3% | -9.5% |
| 1Y | -35.3% | -40.4% | +5.0% | -34.9% |
| 3Y | -47.7% | +66.9% | -114.6% | -48.9% |
| 5Y | -68.9% | -71.4% | +2.5% | -69.1% |
| All | -60.1% | -71.8% | +11.7% | -60.3% |
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