+438.5%
GFI vs BBAI
-71.7%
+510.2%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.7% | -0.3% |
| 7D | +4.7% | -4.1% | +8.8% | +4.8% |
| 30D | +14.4% | -12.4% | +26.8% | +14.6% |
| 3M | +32.5% | -29.1% | +61.6% | +33.1% |
| 6M | -7.2% | -32.6% | +25.5% | -6.8% |
| YTD | +10.9% | -47.6% | +58.4% | +11.5% |
| 1Y | +35.5% | -41.0% | +76.5% | +36.3% |
| 3Y | +312.1% | +67.5% | +244.7% | +312.4% |
| 5Y | +524.6% | -71.3% | +595.9% | +546.9% |
| All | +438.5% | -71.7% | +510.2% | +451.3% |
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