+169.6%
EWT vs BBAI
-71.3%
+240.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.8% | +0.1% | +1.8% |
| 7D | -1.1% | -1.7% | +0.6% | -1.1% |
| 30D | +4.5% | -12.0% | +16.4% | +4.7% |
| 3M | +8.3% | -30.7% | +38.9% | +9.1% |
| 6M | +54.2% | -30.7% | +84.9% | +55.3% |
| YTD | +74.6% | -46.9% | +121.4% | +76.4% |
| 1Y | +84.9% | -41.1% | +126.0% | +86.2% |
| 3Y | +197.5% | +65.9% | +131.6% | +192.1% |
| 5Y | +150.6% | -70.9% | +221.5% | +148.3% |
| All | +169.6% | -71.3% | +240.9% | +168.7% |
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 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