+44.4%
BEN vs BBAI
-71.7%
+116.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.6% | -1.5% |
| 7D | +3.4% | -4.1% | +7.4% | +3.4% |
| 30D | +1.8% | -12.4% | +14.2% | +2.0% |
| 3M | +8.4% | -29.1% | +37.4% | +9.0% |
| 6M | +35.6% | -32.6% | +68.3% | +36.4% |
| YTD | +46.4% | -47.6% | +94.0% | +47.7% |
| 1Y | +46.3% | -41.0% | +87.4% | +47.1% |
| 3Y | +54.6% | +67.5% | -12.8% | +50.7% |
| 5Y | +39.4% | -71.3% | +110.7% | +28.1% |
| All | +44.4% | -71.7% | +116.1% | +33.7% |
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