+20.6%
GEN vs BBAI
-70.3%
+90.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | -0.7% | -1.0% | +0.3% | -0.7% |
| 30D | +2.6% | -10.7% | +13.3% | +2.8% |
| 3M | +15.8% | -32.3% | +48.0% | +16.2% |
| 6M | +33.1% | -31.3% | +64.4% | +33.5% |
| YTD | +11.3% | -45.9% | +57.2% | +11.8% |
| 1Y | +1.7% | -40.0% | +41.7% | +1.9% |
| 3Y | +58.1% | +72.8% | -14.6% | +57.8% |
| 5Y | +20.6% | -70.4% | +91.0% | +21.7% |
| All | +20.6% | -70.3% | +90.9% | +21.7% |
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 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