+91.1%
DRI vs BBAI
-76.8%
+167.9%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.3% | +4.8% | -0.5% |
| 7D | +4.2% | -8.3% | +12.5% | +4.2% |
| 30D | +15.7% | -2.9% | +18.6% | +15.7% |
| 3M | +5.8% | -28.2% | +33.9% | +5.8% |
| 6M | +18.4% | -44.5% | +62.9% | +18.5% |
| YTD | +28.2% | -57.0% | +85.2% | +28.3% |
| 1Y | +35.9% | -59.4% | +95.3% | +36.0% |
| 3Y | +67.7% | +48.7% | +19.0% | +68.4% |
| 5Y | +77.9% | -76.8% | +154.6% | +68.8% |
| All | +91.1% | -76.8% | +167.9% | +83.5% |
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