+88.1%
EFV vs BBAI
+62.6%
+25.5%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.8% |
| 7D | -0.5% | -4.1% | +3.6% | -0.4% |
| 30D | 0.0% | -12.4% | +12.4% | +0.4% |
| 3M | +8.4% | -29.1% | +37.5% | +9.6% |
| 6M | +12.3% | -32.6% | +45.0% | +13.4% |
| YTD | +17.4% | -47.6% | +65.0% | +19.2% |
| 1Y | +27.1% | -41.0% | +68.2% | +28.0% |
| All | +88.1% | +62.6% | +25.5% | +70.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling