+64.4%
DGX vs BBAI
-71.4%
+135.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.5% | -1.8% |
| 7D | -3.5% | -5.4% | +1.9% | -3.5% |
| 30D | -2.7% | -15.3% | +12.6% | -2.7% |
| 3M | +13.9% | -29.9% | +43.7% | +13.8% |
| 6M | +16.0% | -30.7% | +46.7% | +15.9% |
| YTD | +34.9% | -47.8% | +82.7% | +34.8% |
| 1Y | +30.6% | -40.4% | +70.9% | +30.5% |
| 3Y | +93.0% | +66.9% | +26.1% | +94.5% |
| 5Y | +64.4% | -71.4% | +135.8% | +73.1% |
| All | +64.4% | -71.4% | +135.8% | +73.1% |
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