+24.6%
BMY vs BBAI
-71.3%
+95.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -1.9% | -0.2% |
| 7D | -4.8% | -1.7% | -3.0% | -4.8% |
| 30D | -0.1% | -12.0% | +11.9% | 0.0% |
| 3M | +13.1% | -30.7% | +43.8% | +13.3% |
| 6M | +8.4% | -30.7% | +39.1% | +8.5% |
| YTD | +22.0% | -46.9% | +68.8% | +22.2% |
| 1Y | +40.3% | -41.1% | +81.4% | +40.4% |
| 3Y | +20.5% | +65.9% | -45.4% | +19.6% |
| 5Y | +23.7% | -70.9% | +94.6% | +24.6% |
| All | +24.6% | -71.3% | +95.9% | +26.0% |
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 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