-35.3%
DIS vs BBAI
-79.3%
+44.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -10.0% | +8.8% | -1.0% |
| 7D | +0.9% | -6.8% | +7.6% | +1.0% |
| 30D | +8.9% | -13.4% | +22.3% | +9.2% |
| 3M | +14.5% | -36.5% | +51.0% | +15.6% |
| 6M | +12.2% | -50.6% | +62.8% | +13.8% |
| YTD | +4.7% | -61.7% | +66.4% | +6.5% |
| 1Y | +2.8% | -71.1% | +74.0% | +5.1% |
| 3Y | +38.1% | +32.7% | +5.5% | +33.3% |
| 5Y | -23.6% | -79.2% | +55.6% | -30.0% |
| All | -35.3% | -79.3% | +44.0% | -40.8% |
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 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