+70.0%
DVA vs BBAI
-71.3%
+141.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | +0.1% |
| 7D | -1.3% | -1.7% | +0.4% | -1.3% |
| 30D | 0.0% | -12.0% | +12.0% | +0.1% |
| 3M | -10.9% | -30.7% | +19.7% | -10.7% |
| 6M | +17.3% | -30.7% | +47.9% | +17.5% |
| YTD | +59.8% | -46.9% | +106.7% | +60.4% |
| 1Y | +36.3% | -41.1% | +77.3% | +36.4% |
| 3Y | +88.6% | +65.9% | +22.7% | +85.8% |
| 5Y | +47.5% | -70.9% | +118.4% | +43.7% |
| All | +70.0% | -71.3% | +141.3% | +67.5% |
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