+46.6%
EEM vs BBAI
-71.3%
+117.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | -0.5% |
| 7D | +2.0% | -4.1% | +6.0% | +2.1% |
| 30D | +5.1% | -12.4% | +17.5% | +5.3% |
| 3M | +4.6% | -29.1% | +33.7% | +5.1% |
| 6M | +17.8% | -32.6% | +50.4% | +18.4% |
| YTD | +25.8% | -47.6% | +73.4% | +26.8% |
| 1Y | +36.4% | -41.0% | +77.4% | +37.1% |
| 3Y | +90.0% | +67.5% | +22.5% | +87.3% |
| 5Y | +46.6% | -71.3% | +117.8% | +42.4% |
| All | +46.6% | -71.3% | +117.8% | +42.4% |
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 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