+7.8%
DBX vs BBAI
-71.3%
+79.0%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.1% | +5.4% | +2.4% |
| 7D | +0.3% | -4.1% | +4.3% | +0.3% |
| 30D | 0.0% | -12.4% | +12.4% | +0.2% |
| 3M | +26.1% | -29.1% | +55.2% | +26.7% |
| 6M | +29.4% | -32.6% | +62.0% | +30.0% |
| YTD | +24.4% | -47.6% | +72.0% | +25.4% |
| 1Y | +10.9% | -41.0% | +51.9% | +11.3% |
| 3Y | +24.1% | +67.5% | -43.4% | +21.6% |
| 5Y | +7.8% | -71.3% | +79.0% | +5.1% |
| All | +7.8% | -71.3% | +79.0% | +5.1% |
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