+86.1%
EMR vs BBAI
-70.8%
+156.9%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.0% | +3.8% | +1.8% |
| 7D | -1.5% | -4.3% | +2.7% | -1.4% |
| 30D | -5.6% | -3.6% | -2.0% | -5.6% |
| 3M | +7.9% | -38.8% | +46.7% | +8.9% |
| 6M | +6.0% | -23.8% | +29.8% | +6.4% |
| YTD | +16.4% | -45.9% | +62.4% | +17.4% |
| 1Y | +16.6% | -40.8% | +57.4% | +17.3% |
| 3Y | +62.9% | +69.8% | -6.9% | +60.0% |
| 5Y | +60.1% | -70.3% | +130.4% | +53.5% |
| All | +86.1% | -70.8% | +156.9% | +78.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling