+72.1%
DD vs BBAI
-76.7%
+148.8%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.3% | +6.4% | +1.2% |
| 7D | +2.2% | -8.3% | +10.5% | +2.3% |
| 30D | +20.7% | -2.9% | +23.6% | +20.7% |
| 3M | +11.3% | -28.2% | +39.5% | +11.8% |
| 6M | +6.0% | -44.5% | +50.5% | +6.7% |
| YTD | +31.7% | -57.0% | +88.7% | +32.8% |
| 1Y | +32.2% | -59.4% | +91.6% | +33.4% |
| 3Y | +92.7% | +48.7% | +44.0% | +90.9% |
| 5Y | +72.1% | -76.8% | +148.9% | +65.2% |
| All | +72.1% | -76.7% | +148.8% | +65.2% |
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