+125.0%
BHP vs BBAI
-71.3%
+196.4%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.4% | +0.4% |
| 7D | +0.9% | -4.1% | +5.0% | +1.0% |
| 30D | +4.0% | -12.4% | +16.4% | +4.4% |
| 3M | +11.3% | -29.1% | +40.3% | +12.2% |
| 6M | +29.3% | -32.6% | +61.9% | +30.4% |
| YTD | +59.2% | -47.6% | +106.8% | +61.3% |
| 1Y | +80.8% | -41.0% | +121.9% | +82.3% |
| 3Y | +88.0% | +67.5% | +20.5% | +81.2% |
| All | +125.0% | -71.3% | +196.4% | +114.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling