-34.8%
DIS vs BBAI
-75.5%
+40.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +10.4% | -8.3% | +1.8% |
| 7D | +5.3% | -5.0% | +10.4% | +5.4% |
| 30D | +10.2% | +2.5% | +7.7% | +10.1% |
| 3M | +13.5% | -25.1% | +38.6% | +14.2% |
| 6M | +11.1% | -41.4% | +52.5% | +12.2% |
| YTD | +5.5% | -54.6% | +60.1% | +6.9% |
| 1Y | +9.1% | -56.9% | +66.0% | +10.5% |
| 3Y | +36.0% | +59.1% | -23.1% | +30.7% |
| 5Y | -29.8% | -75.4% | +45.6% | -35.9% |
| All | -34.8% | -75.5% | +40.7% | -40.6% |
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