+17.6%
FTV vs BBAI
-79.3%
+96.8%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -10.0% | +9.9% | +0.1% |
| 7D | +3.7% | -6.8% | +10.5% | +3.8% |
| 30D | +16.8% | -13.4% | +30.2% | +17.0% |
| 3M | +10.4% | -36.5% | +46.9% | +10.9% |
| 6M | +12.8% | -50.6% | +63.4% | +13.6% |
| YTD | +23.3% | -61.7% | +85.0% | +24.3% |
| 1Y | +31.0% | -71.1% | +102.1% | +32.4% |
| 3Y | +38.6% | +32.7% | +5.9% | +36.9% |
| 5Y | +17.6% | -79.2% | +96.8% | +14.6% |
| All | +17.6% | -79.3% | +96.8% | +14.6% |
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