+54.0%
GEN vs BBAI
-80.9%
+134.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -7.7% | +10.1% | +2.5% |
| 7D | +2.0% | -14.0% | +16.0% | +2.2% |
| 30D | +27.7% | -12.4% | +40.1% | +27.9% |
| 3M | +3.3% | -42.8% | +46.1% | +3.9% |
| 6M | +31.8% | -54.6% | +86.4% | +32.8% |
| YTD | +13.5% | -64.6% | +78.1% | +14.5% |
| 1Y | +16.0% | -69.9% | +85.9% | +17.1% |
| 3Y | +70.6% | +7.3% | +63.3% | +71.0% |
| 5Y | +32.1% | -80.8% | +113.0% | +37.0% |
| All | +54.0% | -80.9% | +134.9% | +59.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling