+33.1%
F vs BBAI
-77.0%
+110.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | -0.2% |
| 7D | -2.1% | -10.2% | +8.0% | -2.0% |
| 30D | +3.3% | 0.0% | +3.3% | +3.3% |
| 3M | -11.3% | -30.9% | +19.6% | -10.7% |
| 6M | +5.3% | -46.8% | +52.1% | +6.5% |
| YTD | -2.2% | -57.4% | +55.2% | -1.0% |
| 1Y | -3.5% | -62.0% | +58.5% | -2.2% |
| 3Y | +49.5% | +47.4% | +2.1% | +46.8% |
| 5Y | -13.5% | -77.0% | +63.4% | -16.2% |
| All | +33.1% | -77.0% | +110.1% | +28.4% |
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