-28.1%
DT vs BBAI
-70.3%
+42.2%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -4.9% | -1.0% | -3.8% | -4.8% |
| 30D | +2.7% | -10.7% | +13.4% | +3.0% |
| 3M | +20.0% | -32.3% | +52.2% | +21.0% |
| 6M | +28.0% | -31.3% | +59.3% | +28.9% |
| YTD | +16.0% | -45.9% | +62.0% | +17.3% |
| 1Y | +0.7% | -40.0% | +40.8% | +1.3% |
| 3Y | +6.2% | +72.8% | -66.6% | +3.4% |
| 5Y | -28.1% | -70.4% | +42.2% | -28.6% |
| All | -28.1% | -70.3% | +42.2% | -28.6% |
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 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