+104.7%
EXE vs BBAI
-70.3%
+175.0%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -1.8% | -1.0% | -0.8% | -1.8% |
| 30D | +6.4% | -10.7% | +17.1% | +6.6% |
| 3M | +9.2% | -32.3% | +41.5% | +9.9% |
| 6M | -7.0% | -31.3% | +24.3% | -6.6% |
| YTD | -9.5% | -45.9% | +36.5% | -8.8% |
| 1Y | +6.2% | -40.0% | +46.3% | +6.5% |
| 3Y | +20.7% | +72.8% | -52.0% | +16.8% |
| All | +104.7% | -70.3% | +175.0% | +97.2% |
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 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