-23.1%
GIS vs BBAI
-70.8%
+47.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.0% | -0.5% | -2.5% |
| 7D | -7.8% | -4.3% | -3.6% | -7.9% |
| 30D | +6.6% | -3.6% | +10.2% | +6.5% |
| 3M | +21.0% | -38.8% | +59.8% | +20.5% |
| 6M | -9.1% | -23.8% | +14.7% | -9.2% |
| YTD | -13.6% | -45.9% | +32.3% | -13.9% |
| 1Y | -18.0% | -40.8% | +22.8% | -18.2% |
| 3Y | -33.7% | +69.8% | -103.4% | -32.6% |
| 5Y | -19.4% | -70.3% | +50.9% | -18.9% |
| All | -23.1% | -70.8% | +47.7% | -22.6% |
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