-28.0%
GIS vs BBAI
-71.3%
+43.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.3% |
| 7D | -6.4% | -1.7% | -4.7% | -6.4% |
| 30D | -6.1% | -12.0% | +5.9% | -6.2% |
| 3M | +7.8% | -30.7% | +38.5% | +7.6% |
| 6M | -8.8% | -30.7% | +21.9% | -9.0% |
| YTD | -19.1% | -46.9% | +27.7% | -19.4% |
| 1Y | -24.8% | -41.1% | +16.3% | -24.9% |
| 3Y | -37.6% | +65.9% | -103.5% | -36.6% |
| 5Y | -25.4% | -70.9% | +45.4% | -24.9% |
| All | -28.0% | -71.3% | +43.3% | -27.6% |
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 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