-13.9%
DOC vs BBAI
-70.8%
+56.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.2% | -1.8% |
| 7D | -1.5% | -4.3% | +2.8% | -1.4% |
| 30D | -4.8% | -3.6% | -1.1% | -4.7% |
| 3M | +6.9% | -38.8% | +45.7% | +7.4% |
| 6M | +20.7% | -23.8% | +44.5% | +20.9% |
| YTD | +34.1% | -45.9% | +80.1% | +34.7% |
| 1Y | +22.6% | -40.8% | +63.4% | +22.9% |
| 3Y | +20.8% | +69.8% | -48.9% | +18.4% |
| 5Y | -24.9% | -70.3% | +45.5% | -28.0% |
| All | -13.9% | -70.8% | +56.9% | -17.9% |
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