-55.8%
FISV vs BBAI
-71.4%
+15.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +0.9% | +0.6% |
| 7D | -7.2% | -5.4% | -1.8% | -7.1% |
| 30D | -7.2% | -15.3% | +8.1% | -7.0% |
| 3M | -8.2% | -29.9% | +21.7% | -7.8% |
| 6M | -17.7% | -30.7% | +13.0% | -17.5% |
| YTD | -27.2% | -47.8% | +20.6% | -26.8% |
| 1Y | -63.0% | -40.4% | -22.6% | -62.9% |
| 3Y | -59.8% | +66.9% | -126.6% | -60.2% |
| 5Y | -55.8% | -71.4% | +15.6% | -57.1% |
| All | -55.8% | -71.4% | +15.6% | -57.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling