+31.6%
FDS vs BBAI
-56.6%
+88.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.2% | +1.7% | +2.8% |
| 7D | +9.4% | +4.1% | +5.4% | +9.2% |
| 30D | +23.8% | -1.9% | +25.7% | +23.9% |
| 3M | +25.1% | -18.7% | +43.9% | +26.3% |
| 6M | +53.8% | -38.6% | +92.4% | +58.3% |
| YTD | +19.6% | -52.6% | +72.1% | +22.0% |
| 1Y | +31.6% | -55.3% | +87.0% | +34.6% |
| All | +31.6% | -56.6% | +88.3% | +34.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling