+42.5%
DTE vs BBAI
-70.8%
+113.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +0.9% | -1.0% | +1.9% | +0.9% |
| 30D | -1.9% | -10.7% | +8.8% | -1.9% |
| 3M | -3.3% | -32.3% | +28.9% | -3.3% |
| 6M | -7.1% | -31.3% | +24.2% | -7.1% |
| YTD | +8.1% | -45.9% | +54.0% | +8.1% |
| 1Y | +5.3% | -40.0% | +45.3% | +5.3% |
| 3Y | +48.2% | +72.8% | -24.6% | +48.4% |
| 5Y | +33.2% | -70.4% | +103.6% | +30.8% |
| All | +42.5% | -70.8% | +113.3% | +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