+69.0%
FE vs BBAI
-77.0%
+146.0%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.1% |
| 7D | -0.4% | -10.2% | +9.8% | -0.4% |
| 30D | +3.6% | 0.0% | +3.6% | +3.6% |
| 3M | +0.3% | -30.9% | +31.3% | +0.4% |
| 6M | +6.4% | -46.8% | +53.2% | +6.5% |
| YTD | +8.1% | -57.4% | +65.5% | +8.2% |
| 1Y | +4.6% | -62.0% | +66.6% | +4.7% |
| 3Y | +49.1% | +47.4% | +1.7% | +48.4% |
| 5Y | +46.1% | -77.0% | +123.1% | +45.7% |
| All | +69.0% | -77.0% | +146.0% | +69.9% |
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 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