+96.1%
EFV vs BBAI
-71.4%
+167.5%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | -2.0% | -5.4% | +3.4% | -1.9% |
| 30D | -0.2% | -15.3% | +15.1% | 0.0% |
| 3M | +9.1% | -29.9% | +39.0% | +9.6% |
| 6M | +11.7% | -30.7% | +42.4% | +12.1% |
| YTD | +17.0% | -47.8% | +64.8% | +17.8% |
| 1Y | +26.7% | -40.4% | +67.1% | +27.1% |
| 3Y | +90.2% | +66.9% | +23.3% | +86.2% |
| 5Y | +96.1% | -71.4% | +167.5% | +84.3% |
| All | +96.1% | -71.4% | +167.5% | +84.3% |
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 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