+65.8%
EMR vs BBAI
-71.3%
+137.1%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | -1.1% |
| 7D | +0.9% | -4.1% | +5.0% | +1.0% |
| 30D | -5.0% | -12.4% | +7.4% | -4.7% |
| 3M | +5.9% | -29.1% | +35.0% | +6.6% |
| 6M | +7.3% | -32.6% | +39.9% | +8.0% |
| YTD | +14.6% | -47.6% | +62.2% | +15.6% |
| 1Y | +15.6% | -41.0% | +56.7% | +16.3% |
| 3Y | +60.2% | +67.5% | -7.3% | +57.4% |
| 5Y | +65.8% | -71.3% | +137.1% | +55.2% |
| All | +65.8% | -71.3% | +137.1% | +55.2% |
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