+948.1%
FIX vs BBAI
-77.8%
+1,025.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.4% | +5.4% |
| 7D | -17.5% | -14.6% | -2.8% | -16.9% |
| 30D | -41.6% | -11.6% | -30.0% | -41.3% |
| 3M | -40.6% | -26.2% | -14.3% | -39.9% |
| 6M | -49.4% | -49.2% | -0.2% | -48.0% |
| YTD | +9.2% | -58.9% | +68.1% | +12.7% |
| 1Y | +6.5% | -60.8% | +67.2% | +9.9% |
| 3Y | +448.7% | +51.0% | +397.7% | +433.4% |
| All | +948.1% | -77.8% | +1,025.9% | +851.0% |
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