-0.1%
FTV vs BBAI
-71.3%
+71.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.8% | -1.2% |
| 7D | -1.3% | -4.1% | +2.8% | -1.2% |
| 30D | -9.5% | -12.4% | +2.9% | -9.4% |
| 3M | -10.9% | -29.1% | +18.2% | -10.6% |
| 6M | -0.6% | -32.6% | +32.0% | -0.3% |
| YTD | +1.4% | -47.6% | +49.0% | +1.9% |
| 1Y | +17.6% | -41.0% | +58.7% | +17.9% |
| 3Y | -3.3% | +67.5% | -70.7% | -4.7% |
| 5Y | -0.1% | -71.3% | +71.1% | -3.8% |
| All | -0.1% | -71.3% | +71.1% | -3.8% |
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