-41.6%
BBWI vs BBAI
+79.7%
-121.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.0% | +4.9% | +3.0% |
| 7D | +1.5% | -4.3% | +5.8% | +1.8% |
| 30D | -5.2% | -3.6% | -1.6% | -5.0% |
| 3M | +11.1% | -38.8% | +49.9% | +14.6% |
| 6M | -13.4% | -23.8% | +10.4% | -12.3% |
| YTD | +0.1% | -45.9% | +46.0% | +3.3% |
| 1Y | -36.1% | -40.8% | +4.6% | -34.9% |
| All | -41.6% | +79.7% | -121.3% | -51.0% |
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 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