+201.1%
EXEL vs BBAI
-77.0%
+278.1%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +0.2% |
| 7D | -2.8% | -10.2% | +7.3% | -2.7% |
| 30D | +18.2% | 0.0% | +18.2% | +18.1% |
| 3M | +37.7% | -30.9% | +68.7% | +38.4% |
| 6M | +42.2% | -46.8% | +89.0% | +43.3% |
| YTD | +61.3% | -57.4% | +118.7% | +62.7% |
| 1Y | +64.5% | -62.0% | +126.5% | +66.1% |
| 3Y | +236.7% | +47.4% | +189.2% | +234.0% |
| 5Y | +296.3% | -77.0% | +373.3% | +297.0% |
| All | +201.1% | -77.0% | +278.1% | +205.3% |
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