+699.5%
BE vs BBAI
-77.0%
+776.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | -0.9% | +13.8% | +13.0% |
| 7D | +4.5% | -10.2% | +14.7% | +5.6% |
| 30D | -20.1% | 0.0% | -20.1% | -20.0% |
| 3M | -0.8% | -30.9% | +30.1% | +2.2% |
| 6M | -26.2% | -46.8% | +20.5% | -22.5% |
| YTD | +141.1% | -57.4% | +198.5% | +156.4% |
| 1Y | +64.8% | -62.0% | +126.9% | +77.0% |
| 3Y | +1,887.4% | +47.4% | +1,839.9% | +1,817.4% |
| 5Y | +518.1% | -77.0% | +595.0% | +570.4% |
| All | +699.5% | -77.0% | +776.5% | +759.4% |
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