+55.3%
GEN vs BBAI
-77.0%
+132.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +2.1% |
| 7D | -0.8% | -10.2% | +9.3% | -0.7% |
| 30D | +31.2% | 0.0% | +31.2% | +31.2% |
| 3M | +6.1% | -30.9% | +37.0% | +6.5% |
| 6M | +38.1% | -46.8% | +84.9% | +38.9% |
| YTD | +14.4% | -57.4% | +71.8% | +15.1% |
| 1Y | +15.1% | -62.0% | +77.2% | +15.9% |
| 3Y | +68.5% | +47.4% | +21.1% | +68.6% |
| 5Y | +35.8% | -77.0% | +112.8% | +40.5% |
| All | +55.3% | -77.0% | +132.3% | +60.6% |
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 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