+67.0%
FE vs BBAI
-70.8%
+137.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +0.6% | -1.0% | +1.6% | +0.6% |
| 30D | -2.1% | -10.7% | +8.6% | -2.1% |
| 3M | +2.6% | -32.3% | +34.9% | +2.7% |
| 6M | -6.8% | -31.3% | +24.5% | -6.8% |
| YTD | +6.9% | -45.9% | +52.8% | +6.9% |
| 1Y | +11.6% | -40.0% | +51.6% | +11.6% |
| 3Y | +47.7% | +72.8% | -25.1% | +46.9% |
| 5Y | +46.2% | -70.4% | +116.6% | +46.5% |
| All | +67.0% | -70.8% | +137.8% | +67.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling