+73.6%
DRI vs BBAI
-71.7%
+145.3%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.4% | -1.6% |
| 7D | -4.8% | -4.1% | -0.8% | -4.8% |
| 30D | -3.9% | -12.4% | +8.5% | -3.9% |
| 3M | +5.1% | -29.1% | +34.2% | +5.1% |
| 6M | +5.5% | -32.6% | +38.1% | +5.5% |
| YTD | +16.5% | -47.6% | +64.1% | +16.5% |
| 1Y | +2.0% | -41.0% | +43.0% | +2.0% |
| 3Y | +54.5% | +67.5% | -13.0% | +55.0% |
| 5Y | +66.6% | -71.3% | +137.9% | +58.5% |
| All | +73.6% | -71.7% | +145.3% | +66.7% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling