+46.0%
F vs BBAI
+24.0%
+21.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -7.7% | +7.8% | +0.6% |
| 7D | -3.1% | -14.0% | +10.9% | -2.3% |
| 30D | 0.0% | -12.4% | +12.4% | +0.7% |
| 3M | -13.2% | -42.8% | +29.6% | -10.5% |
| 6M | -10.2% | -54.6% | +44.4% | -6.3% |
| YTD | -4.9% | -64.6% | +59.7% | -0.1% |
| 1Y | -6.1% | -69.9% | +63.8% | -0.8% |
| 3Y | +46.0% | +7.3% | +38.7% | +27.7% |
| All | +46.0% | +24.0% | +21.9% | +27.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling