+148.4%
EXEL vs BBAI
-71.7%
+220.1%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.2% | +1.2% |
| 7D | -0.3% | -4.1% | +3.7% | -0.3% |
| 30D | +10.1% | -12.4% | +22.5% | +10.3% |
| 3M | +10.1% | -29.1% | +39.2% | +10.5% |
| 6M | +37.7% | -32.6% | +70.3% | +38.2% |
| YTD | +33.1% | -47.6% | +80.7% | +33.9% |
| 1Y | +52.4% | -41.0% | +93.4% | +52.9% |
| 3Y | +163.8% | +67.5% | +96.4% | +161.1% |
| 5Y | +198.5% | -71.3% | +269.8% | +198.5% |
| All | +148.4% | -71.7% | +220.1% | +151.2% |
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 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