+47.0%
BEN vs BBAI
-70.8%
+117.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.0% | +5.5% | +3.6% |
| 7D | +0.2% | -4.3% | +4.5% | +0.3% |
| 30D | -0.5% | -3.6% | +3.1% | -0.5% |
| 3M | +9.7% | -38.8% | +48.5% | +10.7% |
| 6M | +33.9% | -23.8% | +57.7% | +34.4% |
| YTD | +49.0% | -45.9% | +94.9% | +50.2% |
| 1Y | +42.1% | -40.8% | +82.9% | +42.8% |
| 3Y | +51.9% | +69.8% | -17.9% | +47.9% |
| 5Y | +39.0% | -70.3% | +109.4% | +27.7% |
| All | +47.0% | -70.8% | +117.8% | +36.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling