+87.3%
EXPD vs BBAI
-77.0%
+164.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.9% | +3.7% | +2.9% |
| 7D | -1.6% | -10.2% | +8.6% | -1.5% |
| 30D | +0.6% | 0.0% | +0.6% | +0.6% |
| 3M | +9.8% | -30.9% | +40.7% | +9.9% |
| 6M | +25.8% | -46.8% | +72.5% | +25.9% |
| YTD | +31.3% | -57.4% | +88.7% | +31.4% |
| 1Y | +40.9% | -62.0% | +103.0% | +41.1% |
| 3Y | +74.7% | +47.4% | +27.3% | +74.2% |
| 5Y | +62.9% | -77.0% | +139.8% | +57.4% |
| All | +87.3% | -77.0% | +164.3% | +81.7% |
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