+71.6%
DIA vs BBAI
-80.9%
+152.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -7.7% | +7.9% | +0.2% |
| 7D | +2.1% | -14.0% | +16.1% | +2.3% |
| 30D | +1.5% | -12.4% | +13.9% | +1.6% |
| 3M | -2.4% | -42.8% | +40.4% | -1.8% |
| 6M | +6.0% | -54.6% | +60.6% | +6.9% |
| YTD | +10.1% | -64.6% | +74.7% | +11.2% |
| 1Y | +11.8% | -69.9% | +81.7% | +13.0% |
| 3Y | +59.7% | +7.3% | +52.4% | +58.4% |
| 5Y | +57.9% | -80.8% | +138.7% | +53.9% |
| All | +71.6% | -80.9% | +152.5% | +67.1% |
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 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