+87.7%
BEN vs BBAI
+24.0%
+63.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -7.7% | +8.2% | +0.9% |
| 7D | +6.8% | -14.0% | +20.8% | +7.6% |
| 30D | +18.0% | -12.4% | +30.4% | +18.7% |
| 3M | +7.5% | -42.8% | +50.3% | +10.4% |
| 6M | +14.7% | -54.6% | +69.3% | +18.8% |
| YTD | +56.1% | -64.6% | +120.7% | +62.4% |
| 1Y | +69.6% | -69.9% | +139.5% | +77.2% |
| 3Y | +87.7% | +7.3% | +80.4% | +71.8% |
| All | +87.7% | +24.0% | +63.7% | +71.8% |
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