+79.8%
DRI vs BBAI
-70.8%
+150.6%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | -0.5% |
| 7D | +0.6% | -4.3% | +4.8% | +0.6% |
| 30D | +3.8% | -3.6% | +7.5% | +3.8% |
| 3M | +13.0% | -38.8% | +51.8% | +13.1% |
| 6M | +8.3% | -23.8% | +32.1% | +8.3% |
| YTD | +20.6% | -45.9% | +66.5% | +20.7% |
| 1Y | +6.5% | -40.8% | +47.2% | +6.5% |
| 3Y | +53.7% | +69.8% | -16.1% | +54.2% |
| 5Y | +72.7% | -70.3% | +143.0% | +64.4% |
| All | +79.8% | -70.8% | +150.6% | +72.6% |
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 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