+62.4%
EFA vs BBAI
-71.3%
+133.7%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.8% | +1.0% |
| 7D | -1.5% | -1.7% | +0.2% | -1.5% |
| 30D | -1.7% | -12.0% | +10.3% | -1.5% |
| 3M | +3.5% | -30.7% | +34.2% | +4.0% |
| 6M | +9.5% | -30.7% | +40.1% | +9.9% |
| YTD | +12.9% | -46.9% | +59.7% | +13.6% |
| 1Y | +18.2% | -41.1% | +59.3% | +18.6% |
| 3Y | +64.8% | +65.9% | -1.1% | +61.6% |
| 5Y | +53.9% | -70.9% | +124.8% | +48.4% |
| All | +62.4% | -71.3% | +133.7% | +56.3% |
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