+75.1%
DD vs BBAI
-80.9%
+156.0%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -7.7% | +7.1% | -0.5% |
| 7D | +5.0% | -14.0% | +18.9% | +5.2% |
| 30D | +19.7% | -12.4% | +32.1% | +19.9% |
| 3M | +7.2% | -42.8% | +50.0% | +8.0% |
| 6M | +1.0% | -54.6% | +55.7% | +2.0% |
| YTD | +29.1% | -64.6% | +93.7% | +30.6% |
| 1Y | +28.5% | -69.9% | +98.4% | +30.1% |
| 3Y | +89.4% | +7.3% | +82.1% | +88.2% |
| 5Y | +67.1% | -80.8% | +148.0% | +60.0% |
| All | +75.1% | -80.9% | +156.0% | +69.8% |
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