+77.2%
DD vs BBAI
-77.0%
+154.2%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.8% |
| 7D | +3.2% | -10.2% | +13.4% | +3.4% |
| 30D | +20.3% | 0.0% | +20.3% | +20.2% |
| 3M | +8.2% | -30.9% | +39.1% | +8.7% |
| 6M | +3.4% | -46.8% | +50.2% | +4.2% |
| YTD | +30.6% | -57.4% | +88.0% | +31.8% |
| 1Y | +30.6% | -62.0% | +92.7% | +31.9% |
| 3Y | +91.1% | +47.4% | +43.7% | +89.4% |
| 5Y | +68.6% | -77.0% | +145.5% | +60.9% |
| All | +77.2% | -77.0% | +154.2% | +71.4% |
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