+52.6%
DOCS vs BBAI
+47.0%
+5.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -0.8% | -14.6% | +13.9% | +1.0% |
| 30D | +17.4% | -11.6% | +29.0% | +18.7% |
| 3M | +57.4% | -26.2% | +83.6% | +62.6% |
| 6M | +26.5% | -49.2% | +75.7% | +35.0% |
| YTD | -26.6% | -58.9% | +32.3% | -20.9% |
| 1Y | -48.1% | -60.8% | +12.7% | -44.2% |
| 3Y | +52.6% | +51.0% | +1.6% | +26.5% |
| All | +52.6% | +47.0% | +5.6% | +26.5% |
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