+55.3%
GEN vs BBAI
-70.8%
+126.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.0% | -0.2% | -2.1% |
| 7D | -1.2% | -4.3% | +3.1% | -1.1% |
| 30D | +10.1% | -3.6% | +13.8% | +10.2% |
| 3M | +16.1% | -38.8% | +54.9% | +16.6% |
| 6M | +38.9% | -23.8% | +62.6% | +39.1% |
| YTD | +14.4% | -45.9% | +60.4% | +14.9% |
| 1Y | +5.9% | -40.8% | +46.6% | +6.2% |
| 3Y | +58.8% | +69.8% | -11.0% | +58.4% |
| 5Y | +24.7% | -70.3% | +95.0% | +28.6% |
| All | +55.3% | -70.8% | +126.1% | +60.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling