-42.5%
DIS vs BBAI
-70.8%
+28.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -1.1% | -1.0% | -0.1% | -1.1% |
| 30D | +0.1% | -10.7% | +10.8% | +0.4% |
| 3M | +7.1% | -32.3% | +39.3% | +7.9% |
| 6M | +4.3% | -31.3% | +35.6% | +4.9% |
| YTD | -6.9% | -45.9% | +39.0% | -6.0% |
| 1Y | -10.3% | -40.0% | +29.7% | -9.9% |
| 3Y | +32.8% | +72.8% | -40.0% | +27.3% |
| 5Y | -41.5% | -70.4% | +28.9% | -46.7% |
| All | -42.5% | -70.8% | +28.3% | -47.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling