+92.1%
ED vs BBAI
-76.8%
+168.9%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.3% | +6.1% | +0.7% |
| 7D | +2.1% | -8.3% | +10.4% | +2.0% |
| 30D | +12.4% | -2.9% | +15.4% | +12.4% |
| 3M | +13.1% | -28.2% | +41.3% | +12.8% |
| 6M | +14.1% | -44.5% | +58.6% | +13.6% |
| YTD | +23.1% | -57.0% | +80.1% | +22.4% |
| 1Y | +25.4% | -59.4% | +84.8% | +24.8% |
| 3Y | +47.9% | +48.7% | -0.9% | +49.2% |
| 5Y | +81.9% | -76.8% | +158.6% | +82.4% |
| All | +92.1% | -76.8% | +168.9% | +93.1% |
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