-51.1%
DOCS vs BBAI
-77.8%
+26.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -13.3% | +9.0% | -3.7% |
| 7D | -1.3% | -16.9% | +15.5% | -0.5% |
| 30D | +19.4% | -14.0% | +33.3% | +20.1% |
| 3M | +53.4% | -26.7% | +80.1% | +55.5% |
| 6M | +28.8% | -46.4% | +75.1% | +31.9% |
| YTD | -25.1% | -58.9% | +33.8% | -22.8% |
| 1Y | -48.1% | -63.8% | +15.6% | -46.4% |
| 3Y | +51.4% | +54.2% | -2.8% | +45.1% |
| 5Y | -51.1% | -77.7% | +26.6% | -46.2% |
| All | -51.1% | -77.8% | +26.7% | -46.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling