+72.2%
BWA vs BBAI
-71.8%
+144.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +0.7% |
| 7D | -0.1% | -5.4% | +5.3% | 0.0% |
| 30D | -5.5% | -15.3% | +9.8% | -5.2% |
| 3M | -7.6% | -29.9% | +22.2% | -7.1% |
| 6M | +25.0% | -30.7% | +55.7% | +25.5% |
| YTD | +47.0% | -47.8% | +94.7% | +48.0% |
| 1Y | +54.0% | -40.4% | +94.4% | +54.5% |
| 3Y | +70.7% | +66.9% | +3.8% | +66.9% |
| 5Y | +86.7% | -71.4% | +158.0% | +73.0% |
| All | +72.2% | -71.8% | +144.0% | +61.3% |
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