+2,105.4%
FIX vs BBAI
-70.3%
+2,175.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.0% | +3.9% | +2.0% |
| 7D | +6.0% | -4.3% | +10.3% | +6.2% |
| 30D | -7.2% | -3.6% | -3.6% | -7.1% |
| 3M | -15.9% | -38.8% | +22.9% | -14.2% |
| 6M | +12.7% | -23.8% | +36.5% | +13.7% |
| YTD | +72.8% | -45.9% | +118.7% | +76.3% |
| 1Y | +122.9% | -40.8% | +163.7% | +126.1% |
| 3Y | +774.3% | +69.8% | +704.6% | +741.2% |
| All | +2,105.4% | -70.3% | +2,175.7% | +1,887.6% |
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 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