+93.0%
DE vs BBAI
-71.3%
+164.3%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.3% |
| 7D | -2.6% | -1.7% | -0.9% | -2.5% |
| 30D | +9.0% | -12.0% | +21.0% | +9.2% |
| 3M | +19.1% | -30.7% | +49.8% | +19.5% |
| 6M | +14.4% | -30.7% | +45.1% | +14.7% |
| YTD | +45.9% | -46.9% | +92.8% | +46.6% |
| 1Y | +43.6% | -41.1% | +84.7% | +43.9% |
| 3Y | +75.9% | +65.9% | +10.0% | +72.3% |
| 5Y | +98.8% | -70.9% | +169.6% | +93.6% |
| All | +93.0% | -71.3% | +164.3% | +87.6% |
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