+50.3%
F vs BBAI
-70.8%
+121.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | +1.2% | -1.0% | +2.2% | +1.2% |
| 30D | +1.2% | -10.7% | +11.9% | +1.4% |
| 3M | -5.7% | -32.3% | +26.6% | -5.0% |
| 6M | +17.9% | -31.3% | +49.2% | +18.6% |
| YTD | +10.4% | -45.9% | +56.3% | +11.4% |
| 1Y | +25.3% | -40.0% | +65.4% | +26.0% |
| 3Y | +37.5% | +72.8% | -35.3% | +34.4% |
| 5Y | +46.5% | -70.4% | +116.9% | +41.6% |
| All | +50.3% | -70.8% | +121.1% | +44.4% |
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