+23.9%
BMY vs BBAI
-71.4%
+95.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.7% | -1.0% |
| 7D | -6.4% | -5.4% | -1.0% | -6.4% |
| 30D | +0.2% | -15.3% | +15.5% | +0.3% |
| 3M | +16.0% | -29.9% | +45.8% | +16.1% |
| 6M | +8.3% | -30.7% | +39.0% | +8.4% |
| YTD | +22.2% | -47.8% | +70.0% | +22.4% |
| 1Y | +41.7% | -40.4% | +82.1% | +41.8% |
| 3Y | +20.7% | +66.9% | -46.2% | +19.8% |
| 5Y | +23.9% | -71.4% | +95.3% | +23.6% |
| All | +23.9% | -71.4% | +95.4% | +23.6% |
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