+555.7%
EME vs BBAI
-71.3%
+627.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.1% | +0.6% | -2.3% |
| 7D | +2.7% | -4.1% | +6.8% | +2.9% |
| 30D | -6.8% | -12.4% | +5.6% | -6.4% |
| 3M | -8.8% | -29.1% | +20.2% | -7.9% |
| 6M | +5.0% | -32.6% | +37.6% | +6.0% |
| YTD | +23.5% | -47.6% | +71.1% | +25.4% |
| 1Y | +21.3% | -41.0% | +62.3% | +22.5% |
| 3Y | +241.1% | +67.5% | +173.6% | +231.0% |
| All | +555.7% | -71.3% | +627.0% | +492.2% |
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 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