-31.3%
DOW vs BBAI
-80.9%
+49.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.7% | +7.4% | -0.2% |
| 7D | +5.2% | -14.0% | +19.2% | +5.5% |
| 30D | +13.2% | -12.4% | +25.6% | +13.4% |
| 3M | +10.1% | -42.8% | +52.9% | +11.1% |
| 6M | -13.1% | -54.6% | +41.6% | -12.0% |
| YTD | +46.1% | -64.6% | +110.8% | +48.3% |
| 1Y | +50.0% | -69.9% | +119.9% | +52.6% |
| 3Y | -20.2% | +7.3% | -27.5% | -22.1% |
| 5Y | -27.7% | -80.8% | +53.2% | -29.6% |
| All | -31.3% | -80.9% | +49.6% | -32.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling