+100.9%
DGX vs BBAI
-71.3%
+172.2%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +1.7% |
| 7D | -0.9% | -1.7% | +0.8% | -0.9% |
| 30D | -1.2% | -12.0% | +10.8% | -1.2% |
| 3M | +15.8% | -30.7% | +46.4% | +15.6% |
| 6M | +18.2% | -30.7% | +48.8% | +18.1% |
| YTD | +37.2% | -46.9% | +84.1% | +37.0% |
| 1Y | +30.4% | -41.1% | +71.4% | +30.3% |
| 3Y | +96.7% | +65.9% | +30.8% | +98.3% |
| 5Y | +67.2% | -70.9% | +138.0% | +79.0% |
| All | +100.9% | -71.3% | +172.2% | +115.2% |
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 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