+68.6%
ESI vs BBAI
-71.4%
+140.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.5% |
| 7D | -2.3% | -5.4% | +3.1% | -2.2% |
| 30D | -9.0% | -15.3% | +6.3% | -8.7% |
| 3M | -13.3% | -29.9% | +16.6% | -12.7% |
| 6M | +5.3% | -30.7% | +36.0% | +5.9% |
| YTD | +37.6% | -47.8% | +85.4% | +39.0% |
| 1Y | +33.6% | -40.4% | +74.0% | +34.4% |
| 3Y | +75.8% | +66.9% | +8.9% | +72.7% |
| 5Y | +68.6% | -71.4% | +140.0% | +62.7% |
| All | +68.6% | -71.4% | +140.0% | +62.7% |
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 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