-30.1%
FDS vs BBAI
+79.7%
-109.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | -5.4% | -1.0% | -4.4% | -5.4% |
| 30D | +1.6% | -10.7% | +12.3% | +1.8% |
| 3M | +17.7% | -32.3% | +50.0% | +18.6% |
| 6M | +29.1% | -31.3% | +60.4% | +29.7% |
| YTD | +1.0% | -45.9% | +46.9% | +1.8% |
| 1Y | -21.6% | -40.0% | +18.4% | -21.4% |
| 3Y | -30.1% | +72.8% | -102.9% | -34.4% |
| All | -30.1% | +79.7% | -109.8% | -34.4% |
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 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