-34.5%
DIS vs BBAI
-77.0%
+42.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.2% | +0.4% |
| 7D | +0.6% | -10.2% | +10.7% | +0.8% |
| 30D | +10.3% | 0.0% | +10.3% | +10.2% |
| 3M | +15.6% | -30.9% | +46.5% | +16.4% |
| 6M | +15.1% | -46.8% | +61.9% | +16.5% |
| YTD | +6.0% | -57.4% | +63.4% | +7.5% |
| 1Y | +5.7% | -62.0% | +67.7% | +7.4% |
| 3Y | +39.8% | +47.4% | -7.6% | +34.6% |
| 5Y | -23.9% | -77.0% | +53.1% | -30.4% |
| All | -34.5% | -77.0% | +42.5% | -40.2% |
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