+21.3%
EW vs BBAI
-76.8%
+98.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.3% | +4.6% | -0.6% |
| 7D | +9.3% | -8.3% | +17.6% | +9.4% |
| 30D | +22.1% | -2.9% | +25.0% | +22.1% |
| 3M | +13.0% | -28.2% | +41.2% | +13.5% |
| 6M | +30.1% | -44.5% | +74.6% | +31.0% |
| YTD | +22.0% | -57.0% | +79.0% | +23.1% |
| 1Y | +23.7% | -59.4% | +83.1% | +24.8% |
| 3Y | +62.0% | +48.7% | +13.3% | +58.6% |
| 5Y | -12.4% | -76.8% | +64.3% | -14.6% |
| All | +21.3% | -76.8% | +98.1% | +18.4% |
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