+30.2%
EFV vs BBAI
-40.5%
+70.7%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | 0.0% |
| 7D | +1.5% | -4.3% | +5.7% | +1.7% |
| 30D | +1.7% | -3.6% | +5.4% | +1.9% |
| 3M | +8.6% | -38.8% | +47.4% | +10.8% |
| 6M | +11.7% | -23.8% | +35.4% | +12.4% |
| YTD | +19.3% | -45.9% | +65.2% | +20.9% |
| 1Y | +30.2% | -40.8% | +71.0% | +33.2% |
| All | +30.2% | -40.5% | +70.7% | +33.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling