+52.4%
EFA vs BBAI
-71.4%
+123.8%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.5% | -0.8% |
| 7D | -2.4% | -5.4% | +3.0% | -2.3% |
| 30D | -2.2% | -15.3% | +13.1% | -2.0% |
| 3M | +5.7% | -29.9% | +35.5% | +6.2% |
| 6M | +8.2% | -30.7% | +38.9% | +8.6% |
| YTD | +11.8% | -47.8% | +59.5% | +12.6% |
| 1Y | +18.3% | -40.4% | +58.7% | +18.7% |
| 3Y | +64.9% | +66.9% | -1.9% | +61.7% |
| 5Y | +52.4% | -71.4% | +123.8% | +43.6% |
| All | +52.4% | -71.4% | +123.8% | +43.6% |
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