+73.1%
ED vs BBAI
-71.7%
+144.8%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.7% |
| 7D | -0.2% | -4.1% | +3.9% | -0.2% |
| 30D | +1.9% | -12.4% | +14.3% | +1.8% |
| 3M | +1.9% | -29.1% | +30.9% | +1.6% |
| 6M | -2.3% | -32.6% | +30.4% | -2.5% |
| YTD | +10.9% | -47.6% | +58.5% | +10.5% |
| 1Y | +14.5% | -41.0% | +55.6% | +14.3% |
| 3Y | +33.4% | +67.5% | -34.1% | +34.7% |
| 5Y | +67.3% | -71.3% | +138.5% | +68.3% |
| All | +73.1% | -71.7% | +144.8% | +74.2% |
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