-33.8%
GIS vs BBAI
-80.9%
+47.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -7.7% | +10.1% | +2.3% |
| 7D | -3.4% | -14.0% | +10.6% | -3.5% |
| 30D | +6.9% | -12.4% | +19.3% | +6.8% |
| 3M | -10.1% | -42.8% | +32.7% | -10.5% |
| 6M | +5.9% | -54.6% | +60.5% | +5.3% |
| YTD | -21.1% | -64.6% | +43.5% | -21.6% |
| 1Y | -22.5% | -69.9% | +47.4% | -23.1% |
| 3Y | -39.0% | +7.3% | -46.3% | -38.2% |
| All | -33.8% | -80.9% | +47.0% | -33.4% |
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