-2.6%
BBY vs BBAI
-71.3%
+68.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.8% | +1.3% | +3.0% |
| 7D | +0.6% | -1.7% | +2.3% | +0.6% |
| 30D | +9.4% | -12.0% | +21.4% | +9.7% |
| 3M | +19.3% | -30.7% | +50.0% | +20.2% |
| 6M | +47.9% | -30.7% | +78.6% | +48.8% |
| YTD | +39.6% | -46.9% | +86.4% | +41.0% |
| 1Y | +22.2% | -41.1% | +63.3% | +23.0% |
| 3Y | +45.0% | +65.9% | -20.9% | +41.1% |
| 5Y | +2.6% | -70.9% | +73.4% | -2.3% |
| All | -2.6% | -71.3% | +68.7% | -8.5% |
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 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