+91.1%
EXPE vs BBAI
-70.3%
+161.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | 0.0% | -7.9% | -7.9% |
| 7D | -9.8% | -1.0% | -8.7% | -9.7% |
| 30D | -11.5% | -10.7% | -0.8% | -11.2% |
| 3M | +21.7% | -32.3% | +54.0% | +23.1% |
| 6M | +10.4% | -31.3% | +41.7% | +11.4% |
| YTD | -2.5% | -45.9% | +43.4% | -1.1% |
| 1Y | +27.3% | -40.0% | +67.4% | +28.2% |
| 3Y | +153.5% | +72.8% | +80.7% | +141.9% |
| 5Y | +91.1% | -70.4% | +161.4% | +71.1% |
| All | +91.1% | -70.3% | +161.4% | +71.1% |
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