+20.3%
EXE vs BBAI
+62.6%
-42.4%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.5% | -1.5% |
| 7D | -2.7% | -4.1% | +1.3% | -2.6% |
| 30D | -0.4% | -12.4% | +12.0% | 0.0% |
| 3M | +9.5% | -29.1% | +38.6% | +10.5% |
| 6M | -9.3% | -32.6% | +23.3% | -8.6% |
| YTD | -10.9% | -47.6% | +36.7% | -9.6% |
| 1Y | +4.3% | -41.0% | +45.3% | +4.7% |
| All | +20.3% | +62.6% | -42.4% | +8.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling