+7.8%
D vs BBAI
-70.3%
+78.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | -0.4% |
| 7D | +1.5% | -4.3% | +5.7% | +1.5% |
| 30D | -2.6% | -3.6% | +1.0% | -2.6% |
| 3M | 0.0% | -38.8% | +38.8% | +0.2% |
| 6M | +7.4% | -23.8% | +31.1% | +7.4% |
| YTD | +15.9% | -45.9% | +61.8% | +16.1% |
| 1Y | +18.1% | -40.8% | +58.9% | +18.2% |
| 3Y | +58.4% | +69.8% | -11.4% | +56.5% |
| All | +7.8% | -70.3% | +78.1% | +3.1% |
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