+227.7%
GDX vs BBAI
-70.3%
+298.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +4.0% | -1.0% | +5.0% | +4.0% |
| 30D | +9.5% | -10.7% | +20.2% | +9.8% |
| 3M | +25.1% | -32.3% | +57.3% | +26.2% |
| 6M | -2.9% | -31.3% | +28.4% | -2.2% |
| YTD | +14.7% | -45.9% | +60.7% | +16.1% |
| 1Y | +47.4% | -40.0% | +87.5% | +48.8% |
| 3Y | +259.7% | +72.8% | +186.9% | +252.2% |
| 5Y | +227.7% | -70.4% | +298.0% | +235.6% |
| All | +227.7% | -70.3% | +298.0% | +235.6% |
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