+30.9%
BMY vs BBAI
-80.9%
+111.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -7.7% | +9.5% | +1.8% |
| 7D | +2.1% | -14.0% | +16.0% | +2.1% |
| 30D | +7.0% | -12.4% | +19.4% | +7.0% |
| 3M | -0.9% | -42.8% | +41.9% | -0.7% |
| 6M | +14.9% | -54.6% | +69.6% | +15.3% |
| YTD | +22.8% | -64.6% | +87.5% | +23.2% |
| 1Y | +36.2% | -69.9% | +106.1% | +36.8% |
| 3Y | +45.7% | +7.3% | +38.4% | +44.9% |
| All | +30.9% | -80.9% | +111.7% | +34.9% |
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