+79.3%
EQH vs BBAI
-71.7%
+151.0%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +0.2% |
| 7D | +1.1% | -4.1% | +5.2% | +1.2% |
| 30D | -1.1% | -12.4% | +11.3% | -0.8% |
| 3M | +25.0% | -29.1% | +54.1% | +25.9% |
| 6M | +33.9% | -32.6% | +66.5% | +34.7% |
| YTD | +11.6% | -47.6% | +59.2% | +12.8% |
| 1Y | +1.5% | -41.0% | +42.6% | +2.1% |
| 3Y | +96.7% | +67.5% | +29.3% | +92.0% |
| 5Y | +93.9% | -71.3% | +165.1% | +90.6% |
| All | +79.3% | -71.7% | +151.0% | +79.7% |
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