+13.7%
D vs BBAI
-75.5%
+89.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +10.4% | -10.9% | -0.6% |
| 7D | +0.8% | -5.0% | +5.8% | +0.8% |
| 30D | +10.7% | +2.5% | +8.2% | +10.7% |
| 3M | +2.3% | -25.1% | +27.4% | +2.4% |
| 6M | +12.5% | -41.4% | +53.9% | +12.7% |
| YTD | +20.1% | -54.6% | +74.7% | +20.4% |
| 1Y | +15.6% | -56.9% | +72.4% | +15.8% |
| 3Y | +75.2% | +59.1% | +16.1% | +73.2% |
| 5Y | +14.6% | -75.4% | +90.0% | +9.6% |
| All | +13.7% | -75.5% | +89.2% | +9.1% |
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 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