-38.8%
DOW vs BBAI
-70.8%
+32.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.0% | -1.0% | -3.0% |
| 7D | -2.4% | -4.3% | +1.9% | -2.3% |
| 30D | +0.4% | -3.6% | +4.0% | +0.4% |
| 3M | -14.4% | -38.8% | +24.4% | -13.7% |
| 6M | -7.0% | -23.8% | +16.8% | -6.7% |
| YTD | +30.2% | -45.9% | +76.1% | +31.3% |
| 1Y | +29.2% | -40.8% | +70.0% | +29.8% |
| 3Y | -36.7% | +69.8% | -106.5% | -38.6% |
| 5Y | -37.7% | -70.3% | +32.6% | -39.7% |
| All | -38.8% | -70.8% | +32.0% | -40.4% |
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