+25.0%
EW vs BBAI
-80.9%
+105.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -7.7% | +9.0% | +1.4% |
| 7D | +4.9% | -14.0% | +18.9% | +5.1% |
| 30D | +23.9% | -12.4% | +36.3% | +24.1% |
| 3M | +15.8% | -42.8% | +58.6% | +16.6% |
| 6M | +31.7% | -54.6% | +86.3% | +33.0% |
| YTD | +25.7% | -64.6% | +90.3% | +27.2% |
| 1Y | +24.4% | -69.9% | +94.3% | +26.1% |
| 3Y | +65.9% | +7.3% | +58.6% | +63.0% |
| 5Y | -7.6% | -80.8% | +73.2% | -9.7% |
| All | +25.0% | -80.9% | +105.9% | +22.3% |
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