+83.6%
EQH vs BBAI
-71.3%
+154.9%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.4% | +1.4% |
| 7D | +0.7% | -1.7% | +2.4% | +0.8% |
| 30D | +2.8% | -12.0% | +14.8% | +3.1% |
| 3M | +23.1% | -30.7% | +53.8% | +24.0% |
| 6M | +41.4% | -30.7% | +72.1% | +42.2% |
| YTD | +14.3% | -46.9% | +61.1% | +15.4% |
| 1Y | +1.6% | -41.1% | +42.7% | +2.2% |
| 3Y | +102.7% | +65.9% | +36.8% | +97.8% |
| 5Y | +104.5% | -70.9% | +175.4% | +101.1% |
| All | +83.6% | -71.3% | +154.9% | +84.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling