+73.7%
BWA vs BBAI
-70.8%
+144.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +4.3% | -1.0% | +5.3% | +4.3% |
| 30D | -2.9% | -10.7% | +7.8% | -2.7% |
| 3M | -12.4% | -32.3% | +19.8% | -11.9% |
| 6M | +28.6% | -31.3% | +59.9% | +29.1% |
| YTD | +48.2% | -45.9% | +94.2% | +49.2% |
| 1Y | +50.9% | -40.0% | +91.0% | +51.4% |
| 3Y | +72.2% | +72.8% | -0.6% | +68.3% |
| 5Y | +91.1% | -70.4% | +161.4% | +77.0% |
| All | +73.7% | -70.8% | +144.5% | +62.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling