-35.9%
DOW vs BBAI
-71.3%
+35.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.5% |
| 7D | -6.0% | -4.1% | -1.9% | -5.9% |
| 30D | -2.7% | -12.4% | +9.6% | -2.5% |
| 3M | -10.5% | -29.1% | +18.6% | -10.0% |
| 6M | -12.4% | -32.6% | +20.2% | -12.0% |
| YTD | +30.0% | -47.6% | +77.6% | +31.2% |
| 1Y | +27.8% | -41.0% | +68.8% | +28.4% |
| 3Y | -34.9% | +67.5% | -102.4% | -36.9% |
| 5Y | -35.9% | -71.3% | +35.4% | -38.8% |
| All | -35.9% | -71.3% | +35.4% | -38.8% |
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 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