+43.8%
EXC vs BBAI
-77.8%
+121.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -1.2% | -14.6% | +13.4% | -1.2% |
| 30D | +10.0% | -11.6% | +21.5% | +9.9% |
| 3M | +1.6% | -26.2% | +27.9% | +1.5% |
| 6M | +3.3% | -49.2% | +52.5% | +3.1% |
| YTD | +7.6% | -58.9% | +66.4% | +7.3% |
| 1Y | +3.5% | -60.8% | +64.2% | +3.3% |
| 3Y | +27.7% | +51.0% | -23.4% | +28.4% |
| All | +43.8% | -77.8% | +121.6% | +48.8% |
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