-15.1%
DOC vs BBAI
-74.4%
+59.3%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.2% | +1.9% | +3.1% |
| 7D | +8.7% | +4.1% | +4.7% | +8.7% |
| 30D | +7.6% | -1.9% | +9.6% | +7.6% |
| 3M | -5.3% | -18.7% | +13.5% | -5.1% |
| 6M | +27.6% | -38.6% | +66.2% | +28.1% |
| YTD | +32.4% | -52.6% | +85.0% | +33.1% |
| 1Y | +22.9% | -55.3% | +78.2% | +23.5% |
| 3Y | +43.1% | +77.8% | -34.7% | +40.3% |
| 5Y | -21.4% | -74.3% | +53.0% | -25.0% |
| All | -15.1% | -74.4% | +59.3% | -18.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling