+74.8%
DIA vs BBAI
-70.8%
+145.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | -0.5% |
| 7D | -0.2% | -4.3% | +4.1% | -0.1% |
| 30D | -1.5% | -3.6% | +2.1% | -1.5% |
| 3M | +3.8% | -38.8% | +42.5% | +4.3% |
| 6M | +10.3% | -23.8% | +34.0% | +10.5% |
| YTD | +12.1% | -45.9% | +58.0% | +12.7% |
| 1Y | +18.6% | -40.8% | +59.4% | +19.0% |
| 3Y | +60.6% | +69.8% | -9.1% | +58.4% |
| 5Y | +64.4% | -70.3% | +134.7% | +59.3% |
| All | +74.8% | -70.8% | +145.6% | +69.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling