+79.0%
ESI vs BBAI
+34.4%
+44.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -10.0% | +7.9% | -1.3% |
| 7D | +8.3% | -6.8% | +15.1% | +8.9% |
| 30D | -10.4% | -13.4% | +3.0% | -9.5% |
| 3M | -13.2% | -36.5% | +23.3% | -10.3% |
| 6M | -23.9% | -50.6% | +26.7% | -20.3% |
| YTD | +34.2% | -61.7% | +95.9% | +41.8% |
| 1Y | +22.2% | -71.1% | +93.4% | +31.1% |
| All | +79.0% | +34.4% | +44.6% | +56.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling