+10.3%
D vs BBAI
-70.8%
+81.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +0.8% | -1.0% | +1.8% | +0.8% |
| 30D | -0.7% | -10.7% | +10.0% | -0.7% |
| 3M | +2.1% | -32.3% | +34.3% | +2.2% |
| 6M | +6.8% | -31.3% | +38.1% | +6.9% |
| YTD | +16.5% | -45.9% | +62.5% | +16.8% |
| 1Y | +19.2% | -40.0% | +59.2% | +19.2% |
| 3Y | +61.9% | +72.8% | -10.9% | +59.9% |
| 5Y | +6.5% | -70.4% | +76.9% | +2.0% |
| All | +10.3% | -70.8% | +81.1% | +5.8% |
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