+43.9%
DOC vs BBAI
+47.0%
-3.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -13.3% | +13.0% | 0.0% |
| 7D | +6.2% | -16.9% | +23.1% | +6.6% |
| 30D | +6.5% | -14.0% | +20.4% | +6.8% |
| 3M | -6.2% | -26.7% | +20.5% | -5.7% |
| 6M | +25.6% | -46.4% | +72.0% | +27.0% |
| YTD | +32.1% | -58.9% | +91.0% | +34.1% |
| 1Y | +20.3% | -63.8% | +84.1% | +22.2% |
| All | +43.9% | +47.0% | -3.1% | +26.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling