+68.3%
EXC vs BBAI
-70.8%
+139.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +1.2% | -1.0% | +2.2% | +1.2% |
| 30D | -2.7% | -10.7% | +8.0% | -2.8% |
| 3M | -1.0% | -32.3% | +31.3% | -1.1% |
| 6M | -9.3% | -31.3% | +22.0% | -9.3% |
| YTD | +3.6% | -45.9% | +49.5% | +3.5% |
| 1Y | +5.9% | -40.0% | +46.0% | +5.9% |
| 3Y | +21.3% | +72.8% | -51.5% | +22.1% |
| 5Y | +46.2% | -70.4% | +116.5% | +50.4% |
| All | +68.3% | -70.8% | +139.1% | +74.3% |
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