+102.8%
C vs BBAI
-75.5%
+178.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +10.4% | -7.9% | +2.2% |
| 7D | -0.9% | -5.0% | +4.1% | -0.8% |
| 30D | -5.4% | +2.5% | -7.9% | -5.5% |
| 3M | -9.2% | -25.1% | +15.9% | -8.6% |
| 6M | -1.8% | -41.4% | +39.6% | -0.9% |
| YTD | +6.7% | -54.6% | +61.3% | +8.1% |
| 1Y | +23.5% | -56.9% | +80.4% | +25.1% |
| 3Y | +219.8% | +59.1% | +160.7% | +213.7% |
| 5Y | +112.4% | -75.4% | +187.8% | +110.2% |
| All | +102.8% | -75.5% | +178.3% | +101.0% |
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