+177.6%
EXE vs BBAI
-71.8%
+249.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.3% |
| 7D | -2.2% | -5.4% | +3.2% | -2.1% |
| 30D | -0.8% | -15.3% | +14.5% | -0.5% |
| 3M | +10.0% | -29.9% | +39.9% | +10.6% |
| 6M | -6.3% | -30.7% | +24.4% | -5.9% |
| YTD | -10.7% | -47.8% | +37.1% | -10.0% |
| 1Y | +2.7% | -40.4% | +43.1% | +3.0% |
| 3Y | +19.1% | +66.9% | -47.7% | +15.3% |
| 5Y | +105.4% | -71.4% | +176.8% | +102.8% |
| All | +177.6% | -71.8% | +249.4% | +174.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling